Current Positions

Senior Value Advisor, SentryBridge Capital

Head of ESG Strategy, SentryBridge Capital

Education

Master of Finance, The Wharton School, University of Pennsylvania

Bachelor of Economics, University of Chicago

Professional Experience

2015–2018 | Senior Analyst, Leading Global Asset Management Firm, New York

Responsible for fundamental analysis of U.S. equities and international markets at the firm’s New York headquarters, specializing in value investing and ESG practices.

Collaborated with the SentryBridge Capital team on value stock portfolio projects, gaining extensive cross-institutional cooperation experience.

2018–2022 | Independent Value Investment Consultant

Provided value investing strategy consulting services to U.S. family offices and long-term investment funds, emphasizing long-term holding and risk management.

Maintained collaboration with SentryBridge Capital, providing ESG project recommendations and promoting the implementation of socially responsible investment concepts.

2022–Present | Senior Value Advisor & Head of ESG Strategy, SentryBridge Capital

Officially joined SentryBridge Capital, responsible for value investment strategy development and corporate fundamental research.

Leading the company’s ESG strategy initiatives, driving innovation in environmental, social, and governance areas, and enhancing the firm’s social responsibility impact.

Philanthropy and Social Responsibility Experience

Founded the “Women in Finance Development Program,” providing career guidance and internship opportunities for female university students and young professionals.

Long-term participant in the “U.S. ESG Public Interest Alliance,” dedicated to promoting the adoption and practical application of corporate social responsibility principles within the investment industry.

Areas of Expertise

Extensive expertise in corporate financial analysis, industry research, and long-term asset allocation.

Skilled at identifying high-quality companies undervalued by the market, with a focus on sustainable growth and corporate governance.

Possesses substantial practical experience in ESG (Environmental, Social, and Governance) investing.

Investment Style

Advocates a “deep research + long-term holding” approach, focusing on core competitiveness and management quality.

Emphasizes risk control and stable asset appreciation, with a preference for companies offering consistent dividends and strong cash flows.

Highly capable of identifying long-term opportunities arising from economic transformation and evolving consumer trends.

Personal Traits

Detail-oriented, patient, and an effective communicator, with a strong commitment to clients’ long-term interests.

Background

Born in Boston and raised on the U.S. East Coast, with a strong passion for corporate analysis and socially responsible investing.

Personal Philosophy

“I have always believed that truly outstanding investing goes beyond financial returns—it must also consider sustainable development and corporate social responsibility…