TIGRESS FINANCIAL PARTNERS
Terrence Zhicong Huo is an experienced financial professional with a strong background in wealth management and investment banking, currently serving as a Global Wealth Management & Investment Banking Analyst at Tigress Financial Partners since December 2016. In this role, Terrence focuses on offshore analytics for high net-worth international clients, preparing portfolio analytics, conducting compliance reviews, and creating financial models. Terrence is also the Cofounder and Managing Director of 1st Community, which developed an employment match platform for the disabled. Previous experience includes positions as an Actuarial Analyst at Financial Concepts of America, a Program Development Analyst at Asia Society, and an Econometric Analyst at Alliance Insurance Company. Terrence holds a Bachelor's Degree in Mathematics and Economics from UC Irvine and an Associate's Degree in Mathematics and Computer Science from De Anza College.
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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.