Chloe Huang
Senior Director
Ms. Chloe Huang supports Certuity’s Florida office high-net-worth clients and families. She works with new and existing clients to service financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Ms. Huang acts as the company liaison with custodians, investment managers and other outside agencies.
Prior to joining Certuity, Ms. Huang spent over four years at J.P. Morgan in Taiwan, where she served as Client Service Manager for high-net-worth and corporate business relationships. While working at J.P. Morgan, Ms. Huang and her team contributed to the firm’s winning of the Best Client Servicing Award under the 2016 Best of the Best Regional Awards category by Asia Asset Management.
Ms. Huang obtained her Bachelor’s Degree in Applied Economics from Florida State University with a minor in Business.