As a Chartered Financial Analyst (CFA), I bring a dynamic and results-driven approach to investment research and management. My career spans several high-impact financial industry roles, where I’ve consistently demonstrated a deep understanding of equity research, investment strategies, and financial analysis.As the Chief of Staff, I lead strategic initiatives at Hudson Labs, leveraging AI to drive innovative investment research solutions. I ensure our team are aligned with our company’s vision and equipped to tackle the challenges of a rapidly evolving market.Before joining Hudson Labs, I spent 2+ years as an Associate Portfolio Advisor at RBC PAG. I provided tailored investment strategies, authored thought leadership reports, and was key in launching an SMA that amassed over $100 million in AUM within a year. My experience at Mackenzie further honed my ability to communicate complex financial concepts to various stakeholders. Beyond my professional experience, I am deeply passionate about entrepreneurship and leadership.My educational background includes a Bachelor of Mathematics with a focus on Financial Analysis and Risk Management from the University of Waterloo, complemented by a minor in Statistics.Fluent in English and Chinese, I bring a global perspective to my work. Whether bringing new products to market, conducting research, or mentoring the next generation of financial professionals, I am driven to make a meaningful impact.