Lori Chen – Chairwoman of the Board

Lori Chen is a former corporate executive and has established her career in the financial services industry for over 21 years. She has extensive wealth management experience with some of the top companies in the U.S., including JP Morgan Chase, HSBC, PNC, MetLife, UBS, and Wells Fargo. Her areas of expertise include business development, team recruitment and development, high net worth client management, and comprehensive financial planning. She holds FINRA Series 7, 9, 10 & 66, and completed the Certified Financial Planner curriculum. She is fluent in Mandarin, and conversant in two Chinese dialects.

Lori is very active in the Asian-Ameircan community and serves as chairwoman of the board at National Association of Asian American Professionals NYC Chapter. She co-founded Asian Mosaic Fund Giving Circle as well as the National Association of Asian American Professionals Philadelphia Chapter. In addition, she served on the Board of Asian American Women’s Coalition, American Cancer Society Asian Advisory Committee, and the Community Advisory Council at Fox Chase Cancer Center.

Lori has a Bachelor’s of Science Degree in Marketing from DeSales University and a MBA in Marketing from La Salle University. Born and raised in Taipei, Taiwan, Lori has made NYC her second home.

Kader Me –  Board Member

Kader Ma is the Market Executive for Capital One Bank’s Boroughs South Market.
As an advocate for Community Service, Kader participates in various non-profit Organizations, such as Flushing BID, NAAAP NY, Min Kwon Center and CAREA.

Jamie Lu –  Board Member

Jamie is currently a Senior Manager in Technology Consulting, with over a decade of experience leading globally diverse teams. He has a BS from the University of Maryland in College Park, and his MBA from the Kellogg School of Business.

Carl Leung –  Board Member

Carl Leung, CPA, HCCP, is an Accounting Manager at a not-for-profit organization which develops and manages of affordable housing. He is responsible for overseeing the daily accounting and reporting process. Prior to joining Phipps Houses, Inc., Mr. Leung was an auditing manager at a regional accounting firm in New York, NY.

Over the years, Mr. Leung has developed a specialty in serving commercial, residential and affordable housing industries. He is specialized in different types of real estate transactions, including acquisitions, dispositions and debt restructurings. His expertise in affordable housing includes working with programs such as the Low Income Housing Tax Credit (LIHTC), Section 8 mark-to-markets, and various federal and state government assisted housing projects.

Mr. Leung has been serving as Treasurer of National Association of Asian American Professional, New York (NAAAPNY) since 2013. He is also a member of the American Institute of Certified Public Accountants (AICPA) and New York State Society of Certified Public Accountants (NYSSCPA). He currently serves on the NYSSCPA’s Real Estate Committee. Additional, he is a Housing Credit Certified Professional (HCCP). A designation for professionals working in the affordable housing industry through Low Income Housing Tax Credit (LIHTC) program. Mr. Leung holds both a Bachelor of Science and a Master of Science in accounting from University at Buffalo. He is licensed to practice public accounting in New York.

James Cheng –  Board Member

James Cheng is the Global Senior Director and Head of Diversity, Equity, and Inclusion of Zimmer Biomet. He is responsible for the strategy, development, and growth of the Diversity, Equity, and Inclusion at Zimmer Biomet and to drive positive impact for the 20,000+ team members in 25+ that services 100+ countries across the globe. Prior to Zimmer Biomet, was the Global Director of Inclusion & Diversity and Talent Acquisition at Gilead Sciences Inc. and formally HR Director of Global Inclusion & Diversity COE Business Resource Groups and Business Development at Cargill Inc. He serves on the Board of Directors for The Asian American Dream and NAAAP New York. He also serves as an advisor to the Board of Directors for NAAAP Minnesota. The recipient of the Top Healthcare Diversity Officers in 2022 and Top 100 Diversity Officers in 2021 by the National Diversity Council, Outstanding 50 Asian Americans in Business Awardee by the Asian American Business Development Center in 2018.