Eric Li

Eric Li, CFA CPA, has extensive experience in the financial services industry, predominantly with HSBC since October 2009, where Eric currently serves as Interim Chief of Staff for Wealth and Personal Banking. Through various roles, including Managing Director overseeing Greater China and Southeast Asian markets in Global Private Banking, Eric has demonstrated expertise in wealth planning for ultra-high-net-worth clients, strategic business management, and corporate governance. Prior to HSBC, Eric held a Senior Business Analyst position at Capital One and served in teaching assistant roles at Washington University in St. Louis. Eric holds a Master of Science and a Bachelor of Science in Business Administration from Washington University in St. Louis, specializing in Accounting and Finance.