Chief Investment Strategist with over 20 years of experience in international finance and capital markets, specializing in macroeconomic research, asset allocation, and cross-border investment portfolio management. Proficient in using quantitative models and data-driven investment methods, combining traditional and innovative asset classes, to help high net worth clients and institutions achieve long-term and stable capital appreciation. Renowned for its forward-looking investment perspective and profound risk management skills.
Experience：
- Financial Analyst Intern (2000–2008): Engaged in research on stocks and fixed income, and participated in financial modeling for large-scale cross-border M&A projects. Promoted to investment manager, managing cross market investment portfolios.
- Investment Advisory Associate (2008–2019): Lead the design and implementation of macro investment portfolios in the US market. Research and apply statistical arbitrage and factor models to maintain positive returns during financial crises and post crisis periods.
- Senior Investment Advisor (2019–Present): Responsible for formulating and executing the overall investment strategy of the company, covering asset classes such as stocks, fixed income, commodities, hedge funds, and private equity. Lead the development and application of quantitative investment models to achieve dynamic optimization and risk hedging of investment portfolios. Managing a diversified investment portfolio with a total size exceeding $5 billion, with an annualized return rate consistently outperforming the benchmark. Directly involved in major investment decisions, providing strategic advisory services to over 100 institutional clients and family offices.
