I research, consult and lecture worldwide on strategic investing, philanthropy and related initiatives. Past clients include the John Templeton Foundation, Christian Brothers Investment Services, and ISM University of Management and Economics. Previously I worked at Citigroup Private Bank and global private equity manager Hamilton Lane. I hold an MBA from the Wharton School and a BA from Harvard College (1999).

What’s in a Name?

As Brian Chan is a popular name and has already been taken, middle initials come in handy. Mine are J and M, from my romanized Chinese name. I like how they can also stand for Jesus and Mary. May this remind me to trust in Jesus, as well as our Blessed Mother’s intercession!