Senior Research Analyst & Risk Manager

Grace joined Regatta Capital Group as a summer intern in 2010. She serves as a Senior Research Analyst and Risk Manager in her current role. As a member of the investment committee, she is actively involved in all aspects of the firm’s investment research, due diligence, and trading. While formally educated as an engineer, Grace found her passion in investing. She is a member of CFALA society, she serves as a volunteer mentor for a team of high school students to participate in the annual CCEE Financial Advisor Contest.

Grace earned her M.B.A. with a concentration in Finance from Pepperdine University and her master’s degree in control engineering from the South China University of Technology.

Grace lives in El Segundo with her daughter Sophia and her mom. In her spare time, she loves reading, hiking, and travel.

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