Get To Know Kai

Kai is Chief Investment Officer at Tarbox Family Office, where he helps lead investment strategy, asset allocation, and research for the firm.

Prior to his role at Tarbox, Kai was Senior Portfolio Manager at Index Fund Advisors, a registered investment advisor, where he evaluated managers, constructed models, implemented portfolios, and monitored investment results.

Kai holds the Chartered Financial Analyst (CFA) designation and earned his Bachelor of Science degree in Business Administration from the University of California Berkeley.


Seconds - the amount of airtime on a segment of Hell's Kitchen


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Who has been a significant influence in your professional life?

The Novel-prize winning economist Harry Markowitz, whose famous quote "Diversification is the one free lunch in finance" is most well-known for developing Modern Portfolio Theory.

- Kai Xiong, CFA


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