INVESTING, FOR ALL OF US

Our values

We believe in a better wealth experience. Knowledge and transparency are essential for success, and you should never feel like you do not have control or do not understand how your money is managed. We will present you the data you need to make informed decisions, so that you can be best prepared for your future.

  • Alignment

    We are only paid by you and never accept commissions from product providers - this allows us to always recommend the products best suited for you

  • Integrity and stewardship

    We are a steward of your capital and trust and will never compromise on acting in your best interest

  • Knowledge and transparency

    Empowerment through knowledge can help all of us anticipate outcomes and therefore succeed in reaching our goals

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Our team

Our investment office is led by Samuel Rhee, former CEO & CIO of Morgan Stanley Investment Management in Asia.

We bring together decades of experience at leading global financial institutions and technology companies, including Goldman Sachs, Morgan Stanley, UBS, Blackstone, Nomura, HSBC, Macquarie, Wilmar, SP Services, Grab, Intuit, Zalora, Carousell, Alibaba, Kakao, ByteDance, Dropbox, Lyft, and more.

Our diverse expertise and experience in asset management, private banking, investment banking, and consumer technology have prepared us to better serve you.

View our team of 110+ passionate builders on LinkedIn.

Leadership
Samuel Rhee
Chairman & Chief Investment Officer

Sam heads the Investment Office and is also responsible for the company’s asset allocation and investment selection across all offerings. He is a firm believer that individuals should have access to the same knowledge and resources that are made available to institutional investors. He has focused his time on building Endowus as a holistic wealth platform that can make investing and smart financial planning easy and painless.

Gregory Van
CEO

Greg is passionate about making investing accessible and at the lowest achievable cost for all investors. As CEO, he is responsible for driving the company’s growth and strategic execution. He started his career in investment banking at UBS, advising and fundraising for private equity and venture capital firms in the Asia Pacific region. Greg then joined Grab in its early days and was part of the pioneer team that launched the firm’s digital payments services across Southeast Asia.

Sin Ting So
Chief Client Officer

Sin Ting leverages her extensive experience to deliver the best digital customer experience for all investors. Prior to Endowus, Sin Ting had spent close to a decade in the wealth management industry at leading banks in Hong Kong and Singapore, including Morgan Stanley and Nomura. She hopes to spread financial literacy and enable investors to make informed decisions about their own financial future.

Joo Lee
Chief Technology Officer

As CTO, Joo oversees the development and scaling of Endowus’ technology capabilities to provide the best-in-class digital experience for all clients. With over 14 years of experience in the finance sector, Joo has developed front office trading systems for investment banks such as Macquarie, UBS and Goldman Sachs, as well as fintech firms.

Steffanie Yuen
Head of Hong Kong

Steffanie is responsible for establishing and leading Endowus’ presence in Hong Kong, Endowus’ first regional expansion. This includes positioning Endowus as an essential partner for wealth planning and to boost retirement adequacy in Hong Kong. She has 12 years of experience in fintech, wealth management and investment banking, with her last role as Managing Director at Value Partners.

Vinod Raman
Chief Product Officer

As Chief Product Officer, Vinod is in charge of product management, data and design functions and is responsible for driving product strategy, roadmap and execution at Endowus. Prior to Endowus, Vinod has spent more than a decade at firms such as Stash and Fidelity, where he focused on developing product offerings and the firm’s strategies.

Junxu (Jx) Lye
COO

Jx ensures operational excellence at Endowus while empowering the team to uncover high-value possibilities that will drive the business forward. Jx has an illustrious background in the tech sector, having started his product management career with high growth startups at Dropbox and Lyft in the US, and Bytedance in China.

Dominic Ong
Chief Financial Officer

Dominic oversees the strategic planning and implementation of all financial activities of the business. Prior to Endowus, Dominic was the Head of Strategy and Business Development in Asia-Pacific at Rayliant Global Advisors. With over 15 years of financial services experience, he has also held various senior positions with Standard Chartered Bank in Hong Kong and Singapore; and McKinsey & Company in Sydney.

Jason Huan
Chief Marketing Officer

Jason drives the overall growth strategy of Endowus as he oversees the branding, performance marketing, public relations and content verticals of the business. Jason has over 15 years of experience across various sectors, but mainly in finance and technology. Prior to Endowus, Jason was the CMO of Lazada, a regional e-commerce giant and subsidiary of Alibaba. 

Camella Chin
Head of People

With decades of experience in human capital management, Camella leads the People Team with a focus on the future of work and partnering with leaders and colleagues in building their fulfilling career as Endowus grows. Camella is an astute people developer in the finance industry, having held senior positions at UBS Wealth Management Singapore and GIC Pte Ltd.

Valerie Tan
Head of Risk and Compliance

Valerie oversees and implements governance and risk management frameworks for Endowus with the goal of protecting the interests of clients, the firm and its employees. Prior to Endowus, Valerie held various senior leadership roles in major global banks, including Standard Chartered Bank, Credit Suisse, DBS and JP Morgan.

Deepak Sarda
VP of Engineering

With over 18 years of experience in delivering greenfield software products in complex domains, Deepak is responsible for leading and growing Endowus’ high-performing agile software engineering team. Prior to Endowus, Deepak was the Head of Developer Solutions Architecture for ASEAN at Amazon Web Services (AWS). He had also spent more than a decade in the financial services industry, including at JPMorgan Chase & Co.

Sean Wong
Head of Investments

Sean oversees Endowus’ advisory and investment solutions, and leads the investment office in optimising portfolio strategies and fund selection to drive growth. Sean has over 14 years of experience in the wealth management industry, having taken on various senior roles at firms such as Morgan Stanley Private Wealth Management Asia.

Jennifer Kan
General Counsel

Jennifer has built the legal function and oversees the execution of Endowus’ major transactions. Prior to Endowus, Jennifer has spent more than a decade at firms such as Deutsche Bank and Allen & Overy, with experience spanning wealth management, capital markets, and regulatory in Singapore, Hong Kong, and the United Kingdom.

ADVISORs
Prof. Michael A. H. Dempster
Endowus Advisor
  • University of Cambridge, Professor Emeritus, Dept of Mathematics and Statistics, Founder of Centre for Financial Research
  • Cambridge Systems Associates Ltd., MD
  • Authored over 110 published research articles in leading international journals on financial engineering and risk management and written several books that have won several awards, acting as Editor-in-Chief of Quantitative Finance and Associate Editor of Stochastics, Computational Finance and Journal of Risk Management in Financial Institutions
Emma Y. Cherian
Endowus Advisor
  • China Asset Management, Independent Director
  • Oxleyan Capital, Founding Partner
  • The Chinese Finance Association, SE Asia Society President, former USA Chairman
  • Columbia Management, former Senior Portfolio Manager
  • Putnam Investments, former VP
  • University of Notre Dame, MA
  • Shanghai International Studies University, BA
Kevin Lee
Endowus Advisor
  • Horangi, Executive Chairman
  • GIC, former Head of GIC Labs
  • Grab, former VP Data
  • Palantir Technologies, former Head of Asia
  • Stanford, BS in Computer Science

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