Grace Choi

Chief Compliance Officer & Director of Client Experience, CTFA

Grace is committed to excellence at every level, ensuring the firm complies with industry regulations, managing daily operations, and delivering exceptional client experiences. She holds a degree in Business Administration from the University of Richmond and is a Certified Trust and Fiduciary Advisor, combining her expertise with meticulous attention to detail. A wellness enthusiast and avid traveler, Grace actively contributes to her community as a member of the Board of Directors and Finance Committee for Safe Harbor in Richmond.