TIGRESS FINANCIAL PARTNERS
Carlo Shu is an experienced Equity Research & Asset Management Analyst at Tigress Financial Partners since June 2017, where responsibilities include both collaborative and independent work while effectively building relationships with colleagues and rapidly adopting new technologies. Previous experience as an Account Analyst at Soochow Securities Co., Ltd. in 2015 involved high customer service resolution rates, supporting client acquisition and account management, conducting asset analysis, and educating clients on trading capabilities. Carlo Shu holds a Bachelor's Degree in Finance from Temple University, completed in 2017, and attended Drexel University from 2013 to 2014.
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TIGRESS FINANCIAL PARTNERS
Tigress Financial Partners, LLC is an independent investment banking and brokerage firm free of the conflicts of interest and bureaucracy that are inherent in a mega-financial institution. We foster an entrepreneurial and creative environment and encourage both collaboration and individual thinking, enabling our employees to develop deep and value-added relationships with our clients. Tigress Financial Partners LLC is a registered broker-dealer with the Securities and Exchange Commission (SEC), a registered investment adviser and a member of the Financial Industry Regulatory Authority (FINRA), the Municipal Securities Rulemaking Board (MSRB) and a member of the Securities Investor Protection Corporation (SIPC). Tigress is a Women-Owned Business Enterprise (WBE) and is nationally certified by WBENC, the Women’s Business Enterprise National Council. We are dedicated to the principles of diversity and inclusion. Wall Street is a meritocracy, and we strive to compete for business based on our capabilities and abilities. This belief is essential to our success as an organization and the basis of our competitive advantage.