Team

Vincent Lui received his B.M. in Music Business and Management from Berklee College of Music. He is currently pursuing his M.S. in Accounting at Saint Mary’s College of California. In his free time Vincent enjoys spending time with his family…

Purvi received her Bachelor’s and her first Master’s degree from India, she also worked as a Tax Analyst and Bookkeeping Intern in Mumbai. She completed her second Master’s degree in Financial Analysis from the University of San Francisco in 2022.…

Roisin was born and raised in Ireland. In 2019, she received her B.S in Business with a focus on Finance and Economics from GMIT Galway. She began her accounting career with Grant Thornton Ireland where she became a member of…

Mr. Lu, a first-generation scholar, received his B.A. in Economics from the University of California, Santa Barbara. He began his career at a startup company and joined the firm in 2023. He is currently studying and sitting for his CPA…

Connor was born and raised in the Bay Area, graduating from Castro Valley High School. In 2023 he received his B.S in Business with a focus on Finance from San Jose State University. Connor interned for Delagnes, Mitchell & Linder,…