Vice President, Portfolio Consulting
The Financial Services Network
In his role as Vice President of The Financial Services Network’s Portfolio Consulting team, Hao offers trade and investment support for The Diamond Group Wealth Advisors, which includes trade execution, due diligence, research, portfolio analytics and administration, as well as market updates. Prior to joining The Network, Hao served as a financial advisor for both Edward Jones and Merrill Lynch. In addition, he earned a wealth of experience in statistical analytics, budgeting and business operations at Wells Fargo and the Pacific Gas and Electric Company. Hao lives in Northern California with his family. In his spare time, he can be found golfing, playing softball, reading, or watching baseball.