• 2019: Personally recruited by Winston Theodore Barclay to integrate traditional investment strategies with blockchain technology.

• 2021: Drove HAM’s launch of its first AI-driven crypto fund, which surpassed $15 billion in assets under management.

• 2023: Led a pilot collaboration with the European Central Bank to explore compliant interactions between CBDCs and DeFi.

Expertise

• Quant + Fundamental: Uses machine-learning models to screen investments while maintaining rigorous, deep due diligence.

• Crisis Management: During the 2022 market downturn, safeguarded client assets through dynamic hedging strategies.

• Cross-Disciplinary Communication: Translates financial models for technical teams and explains complex concepts to clients in plain language.

Education & Credentials

• M.S. in Financial Mathematics, Stanford University.

• Dual B.A. in Economics and Computer Science, University of California, Berkeley.

• CFA charterholder; proficient with a wide range of apps and software.