- Has 15+ years of experience in finance. Used to be CIO for North America at the private banking division of China Merchants Bank (CMB PB has ~$430bn of AUM, ranked #10 globally and #1 in China).
-Worked as a portfolio manager at Goldman Sachs Asset Management (NYC) in its global multi-asset group. As a member of the group's core investment team, he co-managed around $20bn of institutional client assets. His mandates spanned global equities, rates, credit, currencies, and commodities markets. Ranked 2nd in the team's only return attribution by PM.
- Worked as a financial engineer at Credit Suisse (NYC) on equity derivatives and Bloomberg (NYC).
-Received PhD from the University of Illinois at Urbana-Champaign, invited into Tau Beta Pi, the oldest engineering honor society in the US; Graduated from Peking University.
- One of the youngest speakers invited to lecture on global multi-asset investment at a financial forum hosted by Shusong Ba.