UPLIFT INVESTING is a registered investment advisor based in California
with a mission to empower clients to take control of their financial future
As experienced and dedicated investment professionals,
we share a commitment to make financial knowledge accessible,
and be there for our clients every step along the way.
Syl specialized in asset management and corporate strategic initiatives implementation
with expertise in investment products, risk management and financial technology,
and worked for firms such as MSCI Barra, Citi Alternative Investment & INTL.
Helen specialized in investment portfolio analytics and financial application development.
At MSCI Barra, she was responsible for supporting the company’s core analytical products.
MBA, New York University
BA Economics & Statistics, UC Berkeley
SASB FSA
Series 7, 63, 65, 52 and 53
CFA, FRM and CAIA exams
Ph.D. in Physics, Cornell University
Engineering Physics, Tsinghua University
CFA Charter Holder
Finance concepts can be intimidating and frustrating. It doesn’t have to be.
Financial knowledge is essential, but it can be intimidating and frustrating to many. Online contents are plentiful, but they can result in even more confusion.
Working toward our mission to increase accessibility of financial knowledge, we enjoy working with our clients and bring forth clarify and confidence.