Moretti & Associates prides itself on administering the best private wealth management solutions with an extraordinary team of dedicated personnel that have honed their skills and now have become the very best in their respective fields. The Moretti & Associates team is led by our dynamic senior management.
Alistair Healy, Chief Executive Officer
As Chief Executive Officer of Moretti & Associates, Alistair Healy has over 30 years of experience in investment and asset management and has helped establish Moretti & Associates’ firm footprint in the region. He is an integral part of the company’s investment processes and often helps to advise directly on both investment and planning issues for some of Moretti & Associates’ largest clients.
Alistair joined Moretti & Associates in 2010 and has provided oversight during some of the firm’s most significant growth events and was instrumental in opening Moretti & Associates’ regional offices in Taiwan, China and Japan.
Prior to joining Moretti & Associates in 2010, Alistair was a senior accountant with KPMG in the Financial Services Division. Alistair holds a Bachelor degree in Economics from La Trobe University in Sydney.
Stanley Yeung, Executive Vice President
Stanley Yeung serves as Moretti & Associates’ Executive Vice President. Stanley and has been with the firm since its inception in 2009. Stanley oversees the portfolio management and trading operations of the firm and provides Moretti & Associates’ investment team with solid research on which to base investment decisions.
Stanley earned his B.S. in Finance and Economics after graduating from Hong Kong University’s School of Economics and Finance.
Harry Fu, Chief Financial Officer
Harry joined Moretti & Associates in 2011 as a Senior Portfolio Manager. Harry’s valuable input into Moretti & Associates’ regional growth earned him the position of Chief Financial Officer and he is also a member of Moretti & Associates’ investment committee.
Prior to joining Moretti & Associates, Harry was a chartered accountant for Ernst & Young were he held various responsibilities, providing expertise and guidance in a number of key areas, including administration, client services, finance, human resources and business planning.
Harry graduated from The National Chengchi University in Taipei with a Bachelor of Science degree in Accounting and Finance.
Isabel Julia Marín, Chief Compliance Officer
Isabel Julia Marín is Moretti & Associates’ Chief Compliance Officer at Moretti & Associates and has been with Moretti & Associates since 2009. Isabel spends a lot of time researching individual stocks, ETF’s, and mutual funds and also provides advice to several Fortune 1000 firms, while providing general investment advice to corporate clients and individuals.
Isabel holds a Bachelor degree in Business Management with a minor in Political Science from the Instituto Tecnológico de Buenos Aires, Argentina.