Harvard Business School Executive Education

Tsinghua University

Simon Fraser University

Head Of Portfolio Management Team for SIP, and Director, and Head of Asset Allocation  at Charles Schwab

San Francisco, California, United States

Charles Schwab

Head Of Portfolio Management Team for SIP, and Director, and Head of Asset Allocation

SIP is Schwab's offer of Robo Advisor product, which utilize up to 20 asset classes, represented by ETFs, to invest in well- diversified global asset allocation portfolios, according to clients' risk tolerances.

Senior Portfolio Manager for Schwab Intelligent Portfolios (SIP)

Senior Portfolio Manager for Schwab Intelligent Portfolios. Winner of Schwab 2014 CEO Award and 2015 and 2018 Chairman's Club

Managing Director, Head of Asset Allocation & Portfolio Solutions

Chair of the SIP Investment Committee, Portfolio Manager for Schwab Intelligent Portfolios (SIP)

Managing Partner and Co-Funder of Bayswater Asset Management LLC, a global macro hedge fund seeded by the Man Group.

Bayswater Asset Management LLC

Managing Partner and Co-Founder

Fund of Hedge Funds. Responsible for portfolio construction, manager selection of muiti-asset quantitative strategies and risk management.

Aetos Capital

Vice President, Absolute Return Strategies

Mellon Capital Management

Director, Research (Head of Currency Overlay)

VP, Multi-Asset Investment Research

Senior Associate, GTAA Investment Research

University of Maryland, College Park

Assistant Professor

The World Bank

Consultant, Macroeconomic Adjustment Division

International Monetary Fund

Summer Intern

Eva Xu