Kai Xiong

Chief Investment Officer at The Tarbox Family Office, Inc.

Finance

Consumer Services

Profile

Mr. Kai Xiong, CFA, is a Chief Investment Officer at The Tarbox Family Office, Inc. He helps lead investment strategy, asset allocation, and research for the firm.
Prior to his role at Tarbox, he was Senior Portfolio Manager at Index Fund Advisors, a registered investment advisor, where he evaluated managers, constructed models, implemented portfolios, and monitored investment results.
He holds the Chartered Financial Analyst (CFA) designation and earned his Bachelor of Science degree in Business Administration from the University of California Berkeley.

Kai Xiong active positions

Companies	Position	Start
The Tarbox Family Office, Inc. The Tarbox Family Office, Inc. Investment ManagersFinance Founded in 1985, The Tarbox Group, Inc. is a registered investment management firm located in Newport Beach, California.	Chief Investment Officer	2023-02-28

All active positions of Kai Xiong

Former positions of Kai Xiong

Companies	Position	End
Index Fund Advisors, Inc. Index Fund Advisors, Inc. Investment ManagersFinance Index Fund Advisors, Inc. (IFA) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Mark T. Hebner in 1999. IFA offers customized investment management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other types of business entities.	Portfolio Manager-Equities	2023-02-28

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Training of Kai Xiong

University of California, Berkeley

Undergraduate Degree

Experiences
Positions held

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Private companies

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Linked companies

Private companies	2
The Tarbox Family Office, Inc. The Tarbox Family Office, Inc. Investment ManagersFinance Founded in 1985, The Tarbox Group, Inc. is a registered investment management firm located in Newport Beach, California.	Finance
Index Fund Advisors, Inc. Index Fund Advisors, Inc. Investment ManagersFinance Index Fund Advisors, Inc. (IFA) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Mark T. Hebner in 1999. IFA offers customized investment management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other types of business entities.	Finance