Sophia is a Senior Private Bank Relationship Manager who specializes in business owners and C-Suite executives. She addresses client relationships in a comprehensive and disciplined manner, with a deep appreciation of both the financial and human aspects of wealth. Every relationship begins with a broad-ranging discussion to understand the client’s entire financial situation and to align it with their vision of the future.
Sophia is a seasoned financial industry professional, having worked previously for Morgan Stanley, JP Morgan Asset Management and Wells Fargo Private Bank and City National Bank.
Born in Kuala Lumpur, Malaysia, Sophia was educated in England and graduated with honors from Loughborough University. She also trained with Alvin Ailey and at the Stella Adler Conservatory of Acting in New York City before pursuing her banking career. Sophia speaks English, French, Cantonese, Mandarin and Malay.
Sophia holds the Certified Investment Management Analyst, CIMA®, and Certified Exit Planning Advisor, CEPA®, designations. She is also FINRA Series 7, 63, and 65 licensed, as well as Life and Accident Insurance licensed in the state of Oregon.