Don's Profile

I specialize in technologies such as mathematical modeling, data science, Artificial Intelligence and machine learning, while possessing a deep understanding of both domestic and international financial sectors, particularly in wealth management. Based on this expertise, I can identify pain points within the wealth management industry from a business perspective. I then lead the technical team to implement efficient technological solutions that address these industry challenges, creating a positive feedback loop between business value and technological innovation.

Technical Skills

1. Model-Driven Investment Strategy Framework
Designed and implemented a comprehensive global asset allocation system leveraging AI-driven top-down macroeconomic cycle signals, bottom-up screening of investment targets, dynamic risk control mechanisms, and long/short equity strategies tailored for institutional and retail portfolios.

2. Machine Learning Framework for Investment Factor Selection
Built a full-stack pipeline for financial factor analysis, including data extraction, transformation, and loading (ETL), simulation of single-factor returns with performance evaluation metrics, and integration of multiple factors into robust composite models for ranking and allocation.

3. Portfolio Optimization and Rebalancing
Developed portfolio construction models based on optimization techniques such as mean-variance and risk-parity frameworks, implemented automated rebalancing logic, and minimized tracking error between theoretical models and actual holdings through drift-aware execution.

4. Algorithmic Trading Design
Engineered trading strategies with a focus on execution efficiency, incorporating transaction cost modeling, venue selection, smart order routing, and rebalancing techniques optimized for turnover minimization and slippage control in both liquid and illiquid markets.

5. Large Language Models (LLMs) in Finance
Applied LLMs to financial domains such as multi-hop reasoning, investment Q&A, and research automation. Integrated LLMs with quantitative models via tool-augmented workflows, while developing benchmarking tools and safety layers (e.g., grounding and hallucination reduction) to ensure high reliability in applications like portfolio commentary and regulatory documentation.

Management Skills

1. Building Technical Teams from the Ground Up
Recruited, trained, and mentored a team of over 100 algorithm scientists and engineers, establishing technical hiring pipelines and cultivating a performance-driven engineering culture aligned with long-term R&D goals.

2. Fostering a High-Performance, Inclusive R&D Culture
Promoted a culture of meritocracy, transparency, and peer-driven innovation, enabling team members to grow through rigorous problem-solving, fair evaluation, and access to impactful projects regardless of background.

3. Leading Technical Execution Across Over 50 Major Projects
Oversaw end-to-end development of critical client-facing and internal systems, balancing cost, functionality, and delivery time to achieve optimal technical tradeoffs while meeting business objectives.

4. Leveraging Academic Partnerships and Research Funding
Collaborated with universities and secured government research grants to de-risk core R&D initiatives, reduce exploration costs, and attract top-tier talent by providing intellectually stimulating challenges and institutional support.

Business Acumen

1. Effectively Communicating Technical Value to Clients
Led technical pre-sales engagements, translating complex engineering solutions into business value propositions, thereby increasing client confidence and accelerating contract closure with major financial institutions.

2. Deep Insight into Wealth Management Industry Needs
Brought firsthand understanding of end-user pain points in private banking, retail advisory, and institutional mandates, enabling the design of technology products that directly address real-world investment challenges.

3. Regulatory and Compliance Expertise
Served as Responsible Officer for SFC Type 1/4/9 licenses and MPFA investment advisory mandates, ensuring that all algorithmic and system-level solutions were compliant with evolving financial regulations and audit requirements.

4. Designing Scalable Business Models Around Technology
Created a strategic feedback loop between product monetization and technical iteration, enabling the company to reinvest revenue into R&D, improve product-market fit, and sustain competitive advantage over time.

Entrepreneurial Expertise

1. Delivering High-Impact Products Under Resource Constraints
Led product design and development under strict budget and time limitations, employing lean methodologies to prioritize features, validate use cases, and ensure rapid iteration without compromising long-term scalability or product quality.

2. Identifying Market Gaps and Converting Insights into Scalable Solutions
Continuously scanned the financial technology landscape to uncover underserved client segments and emerging regulatory trends, transforming insights into differentiated products with strong market fit and adoption by leading financial institutions.

3. Building and Nurturing High-Performance Teams from Zero
Assembled and retained a multidisciplinary team of top engineers, data scientists, and financial experts by creating an intellectually driven, mission-aligned work environment, enabling the team to scale from early-stage prototype to institutional-grade product delivery.

4. Fundraising and Investor Relationship Management
Secured capital from strategic investors across multiple funding rounds, balancing long-term vision with investor expectations. Maintained transparent communication, structured shareholder alignment mechanisms, and ensured value-accretive deployment of funds across R&D and growth initiatives.