Lily Li has over 30 years of experience in providing asset allocation, portfolio management, and estate and retirement planning for high net worth clients and is fluent in Mandarin. Prior to joining Tigress, Ms. Li was a Director with UNFCU Investments services advising United Nations clients globally. She was a First Vice President with Merrill Lynch Global Wealth Management focusing on international high net worth clients and a Vice President at JPMorgan Chase Investments. Ms. Li was a member of the Institutional Asian Equity sales desks for UBS, Deutsche Bank and Mees Pierson Securities. At Mees Pierson, Ms. Li, established the firm’s Asian Equity Global Sales operations in New York, London, Hong Kong and Tokyo. Ms. Li serves as Co-Chair, Greater NY Chamber of Commerce International Affairs Committee. Ms. Li also served as Trustee for Dominican University from 2005 to 2015 and The Li Educational Foundation. She served as Co-Chair for The Good Dog Foundation Gala from 2015 to 2018. Ms. Li received a Bachelor of Science degree in Statistics and an MBA in Finance and International Business from The University of Chicago. Ms. Li also earned a prestigious Regional Finalist for a White House Fellowship. Ms. Li holds FINRA series 7, 24, 63 and 65 licenses as well as a New York State life, accident and health insurance license.
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