Fei Xue, C AI A® 薛菲
About Fei Xue, C AI A® 薛菲
Fei Xue serves as the Senior Vice President of Investments at Dynasty Financial Partners, a position she has held since 2023. With a background in finance and management, she has accumulated extensive experience in various roles within the financial sector, including previous positions at J.P. Morgan Asset Management and CNL Securities.
Work at Dynasty Financial Partners
Fei Xue serves as the Senior Vice President of Investments at Dynasty Financial Partners, a position held since 2023. Prior to this role, Xue was the Senior Vice President of Relationship Management from 2022 to 2023. She initially joined Dynasty as the Vice President of Relationship Management from 2021 to 2022. In these roles, Xue has contributed to the firm's investment strategies and client relationship management.
Professional Background
Fei Xue has extensive experience in the financial services industry. Before joining Dynasty Financial Partners, she worked at J.P. Morgan Asset Management for a total of eight years, where she held the position of Vice President of Product Strategy from 2007 to 2015 in New York and briefly in Hong Kong in 2013. Additionally, Xue was a Director at CNL Securities from 2015 to 2019, focusing on RIA National Accounts and Due Diligence. She began her career as an Analyst at Standish Mellon Asset Management Company from 2005 to 2007.
Education and Expertise
Fei Xue studied at Babson College, where she earned a Bachelor of Science degree in Finance and Management. She also attended Miss Porter’s School, which provided her with foundational education prior to her college studies. Her academic background supports her expertise in investment management and financial strategy.
Career Progression
Fei Xue's career reflects a steady progression through various roles in the financial sector. After starting as an Analyst at Standish Mellon Asset Management, she advanced to significant positions at J.P. Morgan Asset Management, where she developed product strategies. Her transition to CNL Securities as Director allowed her to manage national accounts and due diligence, further enhancing her leadership skills before her current role at Dynasty Financial Partners.