Team

O U R T E A M

At Greater Hudson Financial, we have an extensive team of professionals with diverse backgrounds and specialties. We leverage our experience and knowledge to help clients pursue financial independence. While most of our clients work closely with one representative, they receive the benefit of our entire team, including depth of experience, insight, and outlook.

Derek Chan

Derek Chan

President, Greater Hudson Financial

Karen Guo

Karen Guo

Director of Business Development

Tony S. Wong CFP®, CFS®, CDFA®

Tony S. Wong CFP®, CFS®, CDFA®

Director of Wealth Management PlanWise Advisors

Annie Li

Annie Li

Assistant Operations Manager

Thomas M. Avitabile

Thomas M. Avitabile

Wealth Management Advisor

Abel Joseph MBA

Abel Joseph MBA

Financial Advisor

Marolyn Liang

Marolyn Liang

Financial Advisor

William Yeung

William Yeung

Financial Advisor

Bonnie Wang

Bonnie Wang

Financial Advisor

Charlotte Yan MBA

Charlotte Yan MBA

Managing Associate Financial Professional

Frank Johnson

Frank Johnson

Brokerage Director

Helen Huang

Helen Huang

Financial Professional

Peggy Zhong

Peggy Zhong

Financial Professional