✿ Profile

from a Global Equity Portfolio Manager to an AI-Aative Financial Professional

CFA CPA FRM CAIA ASA

01
Before MIT

Investment Experience

I built my career as a Global Equity Portfolio Manager across top-tier institutions — leading asset managers, national insurance firms, a top-tier bank and a multi-strategy hedge fund — investing across U.S., Europe, Asia, China and Hong Kong markets.

Portfolio ManagementFundamental AnalysisQuantitative ResearchProduct DesignBusiness Development
02
At MIT

AI Mastery Path

As an MIT Sloan Fellow MBA, I took a deep dive into Artificial Intelligence, machine learning, deep learning, reinforcement learning, agentic systems and data science — tailored to investment strategy and portfolio management.

Artificial IntelligenceMachine LearningDeep LearningReinforcement LearningAI AgenticData Science
03
After MIT

Targeted Opportunities

My focus now: drive AI capability adoption, identify high-value AI use cases, and guide strategic AI decisions — enhancing proficiency, scalability and long-term value creation in the finance functions of an AI-native company.

AI-TransformationAI StrategyAI ProductAI-Operation

Hands-on Projects at MIT

Hackathon

TD Bank

First Prize Winner of MIT's Future of Banking Hackathon, in collaboration with the MIT Media Lab sponsored by TD Bank.

Executive Briefing

Fidelity Investments

Presented machine-learning applications in private-equity fund valuation to senior executives at Fidelity Investments.

Industry Project

Google DeepMind

Contributed to hands-on, impactful AI-agent work and end-to-end product design with Google DeepMind.

Learning from the people defining AI

Leading Faculty

  • Simon Johnson
    Nobel Laureate
    Global Business of AI & Robotics — AI policy
  • Gary Gensler
    Former SEC Chair
    AI & Money — regulation in financial markets
  • Andrew Lo
    MIT Financial Engineering Lab
    Modeling with Machine Learning — applied AI
  • Matthew Rothman
    Head of Quant, Millennium
    Quantitative Investment Management
  • Brian Halligan
    Founder, HubSpot
    Scaling AI-native startups

Frontier Conversations

  • Lisa Su
    CEO, AMD
    AI hardware acceleration & semiconductors
  • Yann LeCun
    Turing Award Laureate
    Physical AI and the future of AGI
  • Alex Karp
    Co-Founder & CEO, Palantir
    Defense data analytics & enterprise AI
  • Mikey Shulman
    Founder & CEO, Suno
    Intelligent audio & music creation
  • Senior Executives
    Technology Firms Financial Firms
    OpenAI · Anthropic · Google · Microsoft · Intel · Salesforce · Snowflake · Lovable · Citadel · Point72 · Blackstone · A16z · Benchmark · Thrive Capital

AI Courses

AI Programming

  • Intro to Programming & CS
  • Intro to Computational Thinking & Data Science
  • Fundamentals of Programming
  • Web Lab: A Web Programming
  • Data Science
  • CS50: Intro to Computer Science & Python

AI Knowledge

  • The Analytics Edge
  • The Analytics of Operational Management
  • Introduction to Machine Learning
  • Deep Learning
  • Intensive hands-on Deep Learning
  • Modeling with Machine Learning: from Algorithms to Applications

AI Applications

  • AI Agent & Agentic Web
  • Advanced Data Analytics & Machine Learning in Finance
  • Generative AI for managers
  • Financial DS & Computing
  • Analytics Lab: ML & Digital Economy
  • Modeling with Machine Learning: Financial Technology

The AI toolkit

Coding tools
ClaudeCodexGeminiCursor
Vibe coding
LovableReplitBase44
Agentic workflows
Claude CoworkOpen ClawManus
LLMs
GPTClaudeGeminiQwen
Programming
PythonRTensorFlowPyTorch
Content creation
SunoElevenLabsNotebookLM
Mindset
AI-NativeLifelong LearningIntellectual CuriosityCritical ThinkingIndependent Judgement