Joseph is a Wall Street veteran, Entrepreneur, Angel Investor, Mentor, Educator and father of 2. He currently serves as Advisor and Mentor at the X-Lab in China’s top university, Tsinghua. He also serves as a mentor and resident Fintech expert at Chinaccelerator. Joseph received his Entrepreneurship Teaching Certificate from MIT, Leadership training from Hive and Exponential Technologies training from Singularity University. He has given lectures on the topics of entrepreneurship, the future of education and FinTech at many of the top universities including HEC, CDTM, Tsinghua, PolyU HK, HKU, and HKUST. He and his partner’s new Education startup is focused on developing an entrepreneurial mindset in the 99.9% of our youth that don’t know they can be entrepreneurs…yet!
From the alleyways of China, to the streets of NY, Joseph immigrated to the United States from China with nothing. He started working at age 9 and by age 14 he had found his passion in investing and trading. He went on to teach himself the art of investing and got his first internship at a brokerage at age 17. He graduated UCLA and went on to have a successful career at UBS, Credit Suisse and Deutsche Bank. He also helped co-found a successful Asian hedge fund and co-founded an institutional brokerage in the middle of the Global Financial Crisis. That firm was later sold to India’s second largest financial services firm and remains their Asia unit to this day.
Joseph is devoting his life to helping our youth find their passions early, as he did when he was 14 and help kindle their brilliant entrepreneurial minds.