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AnalystsClient Services & Onboarding

Burhan Gulzar

Burhan joined Croft Financial Group (CFG) as an Investment Analyst Intern in September 2024 and was subsequently promoted to Portfolio Administrator & Research Analyst in April 2025.Burhan exemplifies collaboration by working closely with the Trade Desk,...

Client Services & Onboarding

Brie Mu

Brie is an accomplished client service specialist who excels in providing personalized back office services to clients and advisors in the wealth management industry. With over 10 years of experience, Brie has a proven track record of building strong client...

Client Services & Onboarding

Shilei (Freda) Chen

Motivated and innovative Actuarial and Financial Mathematics graduate with extensive academic training in financial modelling and data analysis techniques, Freda has extensive experience in information gathering, creating analytical reports by using SQLite, Excel,...