Gerald Chan is a dynamic investment analyst who manages the portfolios of High Net Worth Individuals and Family Offices. He is extremely passionate about the market, and takes it upon himself to make ethical trades and recommendations to help clients build and re-balance their portfolios.

Prior to joining Avallis Investments, Gerald was a Client Advisor providing Wealth Management services to High Net Worth and affluent clients.

Gerald has a Bachelor’s Degree in Business Management and is currently pursuing the Chartered Financial Analyst (CFA) charter.