Dynamic investment leader with a proven track record at RH CAPITAL, specializing in sustainable finance and capital allocation. Expert in ESG impact measurement and portfolio strategy, driving significant transitions in wealth management. Adept at building cross-sector partnerships and fostering intergenerational leadership to enhance long-term value creation.
Overview
17
17
years of professional experience
Work History
Vice Chairman & President
ASIAN FAMILY LEGACY FOUNDATION
Hong Kong
01.2024 - Current
Provide strategic leadership to define mission, long-term vision, and operational roadmap for a growing global foundation.
Shape governance structures, manage board engagement, and oversee compliance, policy development, and institutional partnership strategy.
Lead community building and external engagement; represent the organization at global forums, family office summits, and ecosystem convenings.
Develop programs that support intergenerational leadership, successor education, philanthropic strategy, and sustainable legacy development.
Build cross-sector partnerships connecting families with global think tanks and innovation leaders focused on stewardship and impact.
Principal
RH CAPITAL
01.2014 - Current
Lead investment strategy and asset allocation for a multi-generational family office; manage diversified global portfolio across sustainability, AI, climate technology, healthcare, and consumer innovations.
Designed and executed transition strategy from legacy coal-based wealth into sustainable finance and impact investing, including capital deployment into Li Auto, Pure Air, and climate-tech ventures.
Evaluate 150+ opportunities annually; lead due diligence, financial modeling, competitive analysis, scenario testing, and ESG/impact assessment.
Negotiate deal terms and lead execution across direct investments, fund commitments, and strategic partnerships.
Monitor portfolio performance using KPIs, IRR analysis, risk frameworks, and impact metrics; provide strategic guidance to portfolio companies to drive scale and long-term value creation.
Build global partnerships with RMI, Gates Foundation, and Breakthrough Energy to align family capital with science-based climate impact strategies.
Equity Derivatives Analyst
UBS INVESTMENT BANK
New York
01.2013 - 01.2014
Supported trading desk across structured equity derivatives including Yield Optimization Notes and Callable Notes; executed trade capture, lifecycle management, and corporate action processes.
Led cross-functional workshops with Sales, Trading, Compliance, and Technology to improve data flow and regulatory reporting (Dodd-Frank, EMIR).
Documented system architecture and SQL-based data processes improving operational accuracy and transparency.
IB Risk Analyst
UBS INVESTMENT BANK
Stamford
01.2011 - 01.2013
Primary liaison for Ernst & Young and UBS Group Risk during internal/external audits; ensured no repeat findings.
Led remediation initiatives addressing root causes of operational and risk-control gaps.
Supported risk assessment across infrastructure services and market risk systems.
Fixed Income Summer Analyst
UBS INVESTMENT BANK
New York
06.2011 - 08.2011
Conducted fixed income market data analysis to inform investment strategies.
Collaborated on global valuation model upgrades to enhance accuracy and efficiency.
Produced comparative summary analysis of Bloomberg, FactSet, and Reuters data sources.
Contributed to projected cost savings of $7 million through data-driven insights.
Fixed Income Analyst (Internship)
DEUTSCHE BÖRSE
Hong Kong
06.2009 - 08.2009
Researched US/China debt markets; analyzed $3B securities lending portfolio and produced cross-region reports.
Coordinated with China’s Central Bank; supported establishment of new Beijing office.
Education
Master of Arts - Statistics
Columbia University
New York, NY
11-2011
Bachelor of Science - Computer Science & Finance Mathematics (Honors)
St. John's University
Queens, NY
05-2010
Timeline
Vice Chairman & President
ASIAN FAMILY LEGACY FOUNDATION
01.2024 - Current
Principal
RH CAPITAL
01.2014 - Current
Equity Derivatives Analyst
UBS INVESTMENT BANK
01.2013 - 01.2014
Fixed Income Summer Analyst
UBS INVESTMENT BANK
06.2011 - 08.2011
IB Risk Analyst
UBS INVESTMENT BANK
01.2011 - 01.2013
Fixed Income Analyst (Internship)
DEUTSCHE BÖRSE
06.2009 - 08.2009
Master of Arts - Statistics
Columbia University
Bachelor of Science - Computer Science & Finance Mathematics (Honors)
Manager – Finance, HR & Admin at British Asian Trust & British Asian India FoundationManager – Finance, HR & Admin at British Asian Trust & British Asian India Foundation
Director of Government Relations & Sports Division at The Asian American FoundationDirector of Government Relations & Sports Division at The Asian American Foundation