Leads deal sourcing, screens high-potential opportunities, and oversees rigorous financial and operational due diligence to ensure strategic alignment with AVG’s investment vision.
Guides investment decisions, manages risk, and helps shape high-conviction strategies that drive strong returns and long-term portfolio value.
Background & Experience
Brings over 18 years of experience in investment banking, commercial lending, and project financing across the United States.
Before joining AVG, KC served as Managing Director of Good Financial Processing Inc., Regional Sales Manager/Vice President at Hana Financial, Branch Manager at Summit Mortgage Bankers, Senior Financial Analyst at Indymac Bank, and Product Manager at Core Pacific Securities USA.
His expertise includes connecting client projects with U.S. government and chamber resources, securing institutional financing, and structuring cross-border investment solutions. KC holds dual bachelor’s degrees in Mechanical Engineering and Finance from National Taiwan University, an MBA and Master’s in Financial Engineering from Claremont Graduate University, is a CFA charterholder, and a licensed real estate broker in California.
Strengths
Deal Sourcing, Due Diligence, Valuation, Financial Modeling, Risk Management, Strategic Partnerships, Portfolio Growth
What Drives Him
Identifying high-potential opportunities, transforming rigorous analysis into confident investment decisions, and leading teams through complex deals that create meaningful, sustainable growth for investors.
Quote
“I climb for the beauty waiting beyond the horizon.”
Fun Fact
Proud dad of three teenagers and two dogs; enjoys climbing and exploring new horizons.