Christine Cao, MSc. CFA

Christine Cao leads the investment and portfolio management efforts at LegacyMED Advisors, where she plays a key role in shaping portfolio strategies and asset allocation for our private clients. As a trusted partner, she brings a wealth of experience and expertise to ensure tailored financial solutions that align with our clients’ goals.

With more than 25 years of experience in financial markets, Christine has developed a deep understanding of both institutional and private wealth management. She has previously worked with some of the largest French banks, building strong relationships with institutional clients such as pension funds, trust funds, and money managers. In these roles, she delivered strategic investment ideas and facilitated value-driven financial transactions. On the private wealth side, she has managed portfolios and provided bespoke financial solutions for affluent clients and family offices at leading money managers and bank-owned wealth management firms.

Christine incorporates a pension fund investment philosophy into the managed portfolios at LegacyMED, emphasizing a personalized approach that integrates real asset solutions. Her strategies focus on high-quality securities, disciplined investing, transparency, diversification, non-traditional asset classes, and tax efficiency—key principles for achieving superior risk-adjusted returns.

Beyond her professional accomplishments, Christine is a proud mother to her son and enjoys skiing, biking, and jogging in her free time.