Fay (Zikun) Xu, CFA
Financial Advisor
Fay Xu is a Financial Advisor with Eagle Strategies LLC, and an insurance agent with New York Life. Fay primarily works with young affluent professionals and families to provide customized financial plans with a holistic approach. Fay had 9 years of wealth management experience with one of the top investment institutions on Wall Street, including asset allocation, portfolio construction, hedge fund investing and quantitative strategy.
Fay holds a M.S. in Business Intelligence & Data Analytics from Carnegie Mellon University, and a B.S. in Financial Engineering from Xi’an Jiaotong University. Fay has earned her Chartered Financial Analyst (CFA) designation.
Fay’s interests, besides professional, include golfing, wine tasting and playing violin and bass in a local band.
