Your wealth journey, expertly guided

Katherine Woo, CFA

Registered Investment Advisor

Katherine is the Registered Investment Advisor and Chief Compliance Officer at Angel Light Capital, a duly registered advisory firm with the State of New York. Her expertise includes evaluating and selecting investments for inclusion in client portfolios and conducting due diligence market research on investment opportunities.

She has at least ten years of experience in the financial services industry, including working as an M&A Analyst at Casspium Associates, where she provided support in the start-to-finish process of buy-side acquisition projects. Katherine also worked as a FINRA registered financial representative at Blue Ocean Wealth Solutions, and also as a Finance Associate at the United Nations Joint Staff Pension Fund, a $64 billion defined-benefit pension fund operations.

Katherine obtained her Master's degree in Financial Management from Boston University and had earned her CFA®Charterholder designation from the CFA Institute.