701 S Main, Suite 400 Logan, UT 84321

491 N Bluff St. Ste 200 Saint George, UT 84770

(435) 752-1702

Tong Bai, CFA

Partner

Bio

Contact

T contributes to investment execution through his involvement in trading, portfolio implementation, and investment operations. He brings a disciplined and detail-oriented approach to ensuring strategies are executed with precision and consistency.

With a strong technical background and deep understanding of market mechanics, T plays an important role in supporting efficient and accurate portfolio implementation.
He is a CFA Charterholder and is passionate about continuously improving systems and processes related to investment execution.

Outside of work, T enjoys staying active and exploring a wide range of interests.