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About
Axel Hsu is currently an Analyst at Curated Wealth Partners LLC in Los Angeles, CA, where he supports the firm's investment management and client advisory services for high-net-worth families. At Curated Wealth Partners, Axel contributes to portfolio analysis and construction, with a focus on delivering tailored wealth strategies within the multi-family office sector. Based on the firm's core services and industry profile, his responsibilities likely span public equities, fixed income, and alternative investments relevant to family office clientele.
Prior to his current role, Axel served as an Investment Analyst at Morgan Stanley from June 2024 to April 2025, where he gained experience in financial markets research, investment due diligence, and portfolio implementation. He also worked as a Platform Implementation Intern at Morgan Stanley, strengthening his expertise in data-driven investment processes and technology-enabled wealth solutions. These experiences underscore his proficiency in both traditional and technology-enhanced investment analysis.
Axel holds a Bachelor of Business Administration in Finance and Information Systems from the Michael G. Foster School of Business at the University of Washington, complemented by international business studies in Barcelona and an educational background in environmental leadership. His diverse education and early achievements reflect a strong foundation in cross-disciplinary finance and investment strategy, as well as a commitment to delivering value in complex wealth management environments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Curated Wealth Partners | Analyst | May 2025 to Present | — |
| Morgan Stanley | Investment Analyst | Jun 2024 to Apr 2025 | — |
| Morgan Stanley | Platform Implementation Intern | May 2023 to Jul 2023 | — |
| The Investment Group at UWFA | Sector Lead | Dec 2021 to Feb 2023 | — |
| The Investment Group at UWFA | Analyst | May 2021 to Dec 2021 | — |
| The Investment Group at UWFA | Co-Chair of Global Macro | Feb 2021 to Aug 2021 | — |
| Nor-Cal FDC | Loan Guarantee and Blockchain Intern | May 2021 to Jan 2023 | — |
| Self-employed | Math Tutor and Crossfit Coach | Aug 2020 to Apr 2022 | — |
| San Rafael Airport | Clean Energy Analyst | Aug 2019 to Aug 2020 | — |
| The Osher Marin Jewish Community Center | Event Staff Manager | Nov 2019 to Mar 2020 | — |
| The Osher Marin Jewish Community Center | Event Staff | Jun 2018 to Nov 2019 | — |
| Cali Coasters | Founder | Jan 2019 to Aug 2019 | — |
Education
University of Washington - Michael G. Foster School of Business
Bachelor of Business Administration - BBA, Finance, Information Systems
2020 — 2024
ALBA Study Abroad in Barcelona
International Business
2023 — 2023
Marin School of Environmental Leadership
2016 — 2020
Terra Linda High School
High School Diploma
2016 — 2020
Others at Curated Wealth Partners LLC (3)
| Name | Role | Location |
|---|---|---|
J Jack Sullivan | Vice President - Investments | Los Angeles, CA , United States |
| Vice President - Investments | Los Angeles, CA , United States | |
R Richard Ward | Chief Investment Officer | Los Angeles, CA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner and Chief Investment Officer | Monograph Wealth Advisors, LLC | Los Angeles, CA , United States | |
| Senior Trader | Monograph Wealth Advisors, LLC | Los Angeles, CA , United States |