At Direction Capital, your investments and overall financial plan are overseen by a highly experienced financial professional who will be your direct point of contact with our company. As a result, you will grow to know each other well over time.

This familiarity is important, as the transparency and openness between you and your advisor will ensure your plan remains closely aligned with your goals and changes in your circumstances or needs can be quickly addressed.

Supporting the efforts of your dedicated advisor will be a team of professionals specializing in different aspects of wealth, ensuring you benefit from the collective experience, research, and knowledge of the entire company.

The team at Direction Capital works as one, unified by a collective sense of responsibility for our vision and a dedication to delivering the highest standards of integrity and professionalism.

Our Leaders

Senior Board

Pinggui Xiang

Chief Executive Officer

xiang.p@professionaldirection.com

Bernard Chu

Chief Operations Officer Asia/Europe

chu.b@professionaldirection.com

Henry Cohen

Director of Institutional Trading

cohen.h@professionaldirection.com

Gerrard Coats

Chief Securities Lawyer

coats.g@professionaldirection.com

Dale Carter

Director of Retail Trading & New Accounts

carter.d@professionaldirection.com

Marie Chang

Accounts Manager

chang.m@professionaldirection.com

Our Core Team


Account Managers

Joel Anderson

Senior Account Manager

anderson.j@professionaldirection.com

Farooq Patel

Senior Analyst

patel.f@professionaldirection.com

Melissa Weston

Junior Account Manager

weston.m@professionaldirection.com

David Owens

Senior Account Manager

owens.d@professionaldirection.com

Adam Jensen

Senior Account Manager

jensen.a@professionaldirection.com

Lin Zhao

Senior Analyst

zhao.l@professionaldirection.com

Eric Thompson

Senior Account Manager

thompson.e@professionaldirection.com

William Harris

Senior Account Manager

harris.w@professionaldirection.com

Brooke Cunningham

Head of North American Operations

cunningham.b@professionaldirection.com

Fu Yuen

Head of Hong Kong & Singapore Operations

yuen.f@professionaldirection.com

Luca Matteo

Head of European Operations

matteo.l@professionaldirection.com

Joseph Spencer

Senior Account Manager

spencer.j@professionaldirection.com

Hamilton Lowe

Senior Account Manager

lowe.h@professionaldirection.com

Huang Shen

ETF Manager

shen.h@professionaldirection.com

Tom Michaels

Senior Account Manager

michaels.t@professionaldirection.com

Pedro Rafael

Junior Account Manager

rafael.p@professionaldirection.com

Jules Manon

Futures & Options Manager

manon.j@professionaldirection.com

Theo Walker

Head of Australia & New Zealand Operations

walker.t@professionaldirection.com

Jenny Huang

Global Investment Specialist

huang.j@professionaldirection.com

Mark Stevens

Senior Accounts Manager

stevens.m@professionaldirection.com

Andrew Wilson

Senior Accounts Manager

wilson.a@professionaldirection.com

Blake Conlon

Senior Accounts Manager

conlon.b@professionaldirection.com

Oliver Stewart

Senior Accounts Manager

stewart.o@professionaldirection.com

Contact us to discuss your individual needs in tailored detail.