Kelvin So

Investment Analyst

Email: kso@mcacrossborder.com
Telephone: 419-945-0330

Kelvin So is an Investment Analyst at MCA Cross Border Advisors Inc.

Kelvin So is an Investment Analyst at MCA Cross Border Advisors Inc- Kelvin works closely with portfolio managers and other research analysts to highlight opportunities and protect client assets.  As an analyst, he evaluates investment managers’ performance and safeguards complex client assets.  He is a decisive problem-solver and an effective communicator who is driven to achieve financial success for his clients.

Before transitioning into cross border financial planning, Kelvin worked at KEB Hana Bank as a credit analyst and RBC as a Banking advisor.  This experience informs and drives Kelvin’s pursuit to gather and evaluate all the facts he needs to make the best decisions for his clients.

When he is not scrutinizing investment decisions, Kelvin can probably be found at the gym working out.  He is a self-professed sports geek and foodie.  In addition to English, Kelvin speaks fluent Cantonese.

Education
  • Honours Bachelor of Commerce, McMaster University, 2017
Certifications & Memberships
  • CFA Level II Candidate

CROSS BORDER PROFESSIONALS

Matt C. Altro

Matt C. Altro

President & CEO

Alex Dubrovsky

Alex Dubrovsky

Vice-President – Investment Services

Sherry Zheng

Sherry Zheng

Vice-President - Tax Services

Elena Trigiani

Elena Trigiani

Manager of Operations

Jonah Ravel

Jonah Ravel

Director - Cross Border Financial Planning

Irina Matco

Irina Matco

Director - Cross Border Financial Planning

Ilaria Defendi

Ilaria Defendi

Senior Cross Border Financial Planner

Nancy Zheng

Nancy Zheng

Tax Manager

Madhuri Bhat

Madhuri Bhat

Tax Manager

Brandon Davies

Brandon Davies

Cross Border Financial Planner

Brad Hemphill

Brad Hemphill

Cross Border Financial Planner

Jessica Lachance

Jessica Lachance

Cross Border Financial Planner

Daniel Williamson

Daniel Williamson

Cross Border Financial Planner

Lissa Anderson

Lissa Anderson

Assoc. Cross Border Financial Planner

Kelvin So

Kelvin So

Investment Analyst

Leanne Milech

Leanne Milech

Cross Border Wealth Strategist

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