Hao’s a native of Perth, Australia who spent most of her life in St. Louis, Missouri. She earned her degree in finance, international business and marketing — and later her MBA — from Washington University in St. Louis. As a portfolio strategist for A.G. Edwards, Hao constructed fixed-income portfolios and traded municipal, corporate and high-yield bonds. As vice president and wealth planner for Wells Fargo Private Bank and Wells Fargo Advisors, she created comprehensive wealth plans for high-net-worth clients.
At Westmount, Hao brings all her experience directly to bear for clients, integrating her vast investment management and financial planning expertise. She’s also a member of the firm’s investment committee. Outside the office, Hao and her husband love to travel the world in search of the finest golf courses and scuba diving sites.