About Me
As the founder of Modern Fundamental Analyst, my mission and that of my company is to integrate timeless economic and business principles with modern financial modeling and disruptive technology analysis to analyze stocks and markets, as well as to empower every retail investor in “the coming waves.”
Education
Oct 2025 - Dec 2025
Rutgers Business School
An intensive 12-week analyst training program, taught by Rutgers Business School Professor Ken Freeman, which covers all the financial modeling skills needed to get a job on Wall Street.
Mastered 3-Statement, Discounted Cash Flow (DCF), Merger & Acquisition (M&A), and Leveraged Buyout (LBO) modeling.
Aug 2024 - Jun 2026
Shenzhen Academy of International Education
Cumulative GPA (Weighted): 4.09 / 4.5
Selected AP Scores: Statistics (4), Physics C: Mechanics (5), Physics C: Electricity and Magnetics (4)
Honors: AP Scholar with Distinction
Sep 2022 - Jun 2024
Shenzhen Foreign Languages School
Cumulative GPA (Unweighted): 3.95 / 4.3
Selected AP Scores: Calculus BC (5), Macroeconomics (5), Microeconomics (5), Human Geography (5), Physics 1 (5), Physics 2 (4)
Honors: NEC 2024 National Qualifying Test Top Scoring Challenger Silver Medal Winner, AP Scholar with Distinction, Math Kangaroo China Level E Gold Medal, Teacher’s List (Average Score above 90)
Experience
Oct 2025 - Present
Founder and CEO of Modern Fundamental Analyst
Developed a proprietary 3-Pillar Framework for AI investing.
Jan 2025 - Present
Portfolio Manager
Solely managed a ~$100k US stock portfolio, achieving +15% YTD return (as of Nov 2025).
Authored institutional-quality equity research reports and built 3-Statement and Discounted Cash Flow (DCF) models to value stocks.
Actively engaging with finance professionals to refine investment thesis and valuation methodologies through investing communities and live Q&A sessions.
Jul 2025 - Sep 2025
Advisory Intern
Advised the Vice President of a confidential Web3/Stablecoin venture directly on their strategy to obtain a stablecoin issuer license from the Hong Kong Monetary Authority (HKMA).
Deconstructed the Hong Kong Stablecoins Ordinance to identify key risk management and compliance requirements for senior leadership.
Developed ecosystem maps of industry leaders such as Tether and Circle to analyze their strategic partnerships.
Built a quantitative model for reserve asset allocation, incorporating macroeconomic forecasts to simulate the portfolio’s performance across various interest rate environments and a stress-testing framework to assess the portfolio’s resilience to potential black swan events.
Sep 2023 - Jun 2024
Economics Tutor
Selected by the school faculty as a top Grade 11 Economics student to mentor the entire Grade 10 cohort.
Facilitated weekly lessons and Q&A sessions to explain complex concepts and tackle difficult questions in AP Economics and the NEC Qualifying Test for Grade 10 students.
Proactively collaborated with the Grade 10 economics teacher to track student progress, refine tutoring strategies, and ensure measurable academic improvement.