Work Experience
- CEO and Chief AI Strategist, Averanda Partners: Advises business leaders and boards on AI strategies and governance, with a focus on AI’s role in finance.
- Portfolio Manager, Matthews International Capital Management: Co-led multi-billion dollar equity investment strategies.
- Board President, CFA Society San Francisco
- Member of the Board of Advisors, OpenBB
- Co-Founder & CEO, Averanda AI
- Co-Founder and Partner, MPA Capital
- Portfolio Manager and Principal, Marvin & Palmer Associates, Inc.
- Senior Investment Associate, Wilmington Trust
Education
- MBA, The Wharton School
- Master’s in Computer Science, University of Virginia
- Executive Education in AI, M&A, Private Equity, Stanford & Wharton
What drives them
Merging finance and technology to drive growth, fostering innovation, and guiding businesses in leveraging AI for strategic advantage
Skills
Finance, AI integration, investment strategy, risk management, corporate governance, capital raising, investor relations, regulatory compliance
