Angela Tao, CFA

Senior Investment Analyst

Angela is responsible for performing portfolio analytics on Investment Advisory clients’ investment portfolios, and other critical projects. She also provides analytical support for the asset/liability management group of Alloya Corporate FCU.

Professional Experience

Angela joined Balance Sheet Solutions in 2012, having worked for Alloya Corporate since 2006. Previously, she worked at LaSalle Bank as a Vice President in the Mortgage and Capital Market Finance group.

Education, Credentials

Angela holds her Bachelor of Arts degree in Accounting from Fu-Jen Catholic University in Taipei, and her M.B.A. from the University of Illinois. In addition, she holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute.