Sino-American Investor Advisory

Strategic Advisory for Visionary Investors

Sino-American Investor Advisory serves clients by availing them of an extensive network of relationships combined with deep industry knowledge and seasoned transactional expertise. We deliver a superior level of service for clients who value our experience, judgment, candor and insight. Our focus is on providing value-added services that advance our clients’ interests.

Services

Our comprehensive suite of professional services caters to a diverse clientele, ranging from corporate clients to high net worth individuals.

Capital Market Advisory

Tailored capital market advisory services, supporting clients in both Chinese and U.S. markets with deep industry knowledge and strategic insight.

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Tax & Accounting Services

We provide strategic tax advisory, financial planning, and estate solutions, ensuring compliance and optimal outcomes for businesses and high-net-worth individuals.

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Investor Relations Services

Comprehensive investor relations solutions for publicly traded companies, enhancing communication and investor engagement.

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Real Estate Investment Services

Specialized advisory for Chinese investors seeking opportunities in the U.S. real estate market, particularly in Greater New York.

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China-US Cross-Border M&A Advisory

Expert guidance for navigating cross-border mergers and acquisitions between China and the U.S., delivering strategic value and seamless integration.

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Meet Our Team

Yongge Tracy Tang

CEO

Yongge Tracy Tang brings over 20 years of experience in tax, accounting, and finance, with a strong focus on capital markets. Her career includes roles as a portfolio manager for China Hand Fund, a private equity investment firm with over $100 million invested in China, and as the acting Chief Financial Officer for China Hydroelectric Corporation, where she oversaw the IPO process from 2008 to 2010, leading to the company’s successful listing on the New York Stock Exchange.

Tracy is a U.S. Certified Public Accountant (CPA), a Chartered Financial Analyst (CFA), and an Enrolled Agent (EA) with the Internal Revenue Service. Additionally, she holds a licensed real estate associate salesperson designation. She earned her MBA in Finance and Accounting from the University of Toronto, a Master’s degree in Economics from Lakehead University, and a Bachelor’s degree in Accounting from China Central University of Finance and Economics.

Joe Tarangelo

Senior Partner

Joseph is a financial professional who started his career in 1985 on the trading floor of the NYSE. Joe became a member of the NYSE in 1993, and during his tenure worked for Janney Montgomery Scott, Adams Harkness and Hill and Direct Access Partners until 2013. Joe helped manage a multimillion dollar trading operation for retail and institutional investors, facilitated trades for institutional investors, helped source liquidity for clients to buy and sell equities and provided price discovery at the point of sale. In 2014, Joseph joined AXA Advisors working with the Retirement Benefits Group to provide 403B retirement planning for schools and nonprofit organizations. He also was part of the Small Business Strategies Group to aid small businesses with buy/sell and key person agreements. In June of 2015 Joseph moved to MassMutual and continued to collaborate with business owners to help them learn the value of their business and craft succession plans along with deferred compensation, retirement planning, and tax strategies. He has also worked with individuals and businesses to help put financial strategies in place to allow them to be proactive about their financial future. 

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