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Career Development Start-to-Finish
$4,25020h of coaching
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Discover a Career Path
Starting at $1,187.505h+ of coaching
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Advance your Career
Starting at $1,187.505h+ of coaching
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About
Anthony also coaches for MBA and Investment Banking. View all.
Anthony’s free events
Live interactive sessions you can join for free.
Anthony’s Career Coaching Qualifications
Coaches professionally
Experience level: Vice President
100+ Career Coaching clients
Welcome to my profile! With a rich background in investment strategy and venture capital, I bring a wealth of experience to career development coaching. I bring nearly two decades of experience across investment banking, private wealth management, and venture capital. I have worked at J.P. Morgan Private Bank, Morgan Stanley Investment Banking, and CMA CGM Ventures. As an HBS Career Advisor, I supported students with career exploration, professional positioning, networking, and recruiting preparation. I now help students and early-career professionals pursue opportunities in finance, investment banking, venture capital, wealth management, and related fields. I can provide practical guidance on career strategy, interview preparation, and offer evaluation. I work with clients in English, Cantonese, and Mandarin, and bring experience across the United States, Hong Kong, mainland China, and international markets.
Anthony can help with:
AI Fundamentals
AI-Powered Job Search
Career Planning
Cover Letters
General Exploration
Interview Prep
Job Search Strategies
Leadership
Networking Strategy
Personal Branding
Professional Networking
Resume Review
Salary Negotiation
Skill Building
Work Experience
Co-Founder & Managing Partner
Whitestone Investments
March 2025 - Present
Deep-Tech & Deep-Value Principal Investments: Both Direct and Indirect Investments (Industry, Instrument, Stage, and Size agnostic), covering Artificial Intelligence (AIGC) & Machine Learning, Advanced Semiconductors & Quantum Computing, Next-Generation Composites & Superconducting Materials, Aeronautic Technologies & Space Exploration, as well as Clean Energy & Nuclear Fusion
Director of Ventures, China
CMA CGM
September 2022 - February 2025
Led venture sourcing, startup screening, innovation trend analysis, and ecosystem engagement across China and APAC for CMA CGM Ventures. Screened more than 1,900 startups and technologies, conducted due diligence, supported a US$1 million investment, and evaluated opportunities across AI, IoT, robotics, ESG, and Industry 4.0.
Executive Director & Responsible Officer
Alpha Intelligence Capital
May 2018 - July 2023
Led deal sourcing and due diligence for a global AI-focused venture capital firm. Screened more than 570 potential investments and evaluated technology, go-to-market strategy, intellectual property, investment cases, and return potential across AI, cybersecurity, quantum computing, robotics, and other frontier technologies.
Researcher, Asia-Pacific Research Center
Harvard Business School
July 2016 - May 2018
Researcher at the Asia-Pacific Research Center. Co-published case studies with Harvard Business School professors through interviews with senior executives, covering fintech, AI, wealth management, blockchain, and technology-driven finance. Also served as an HBS Career Advisor.
Associate, Investment Banking
Morgan Stanley
August 2011 - May 2013
Associate in the Investment Banking Division, Hong Kong Corporate Finance Coverage Team. Worked on financial modeling, valuation analysis, investor presentations, prospectus drafting, and coordination with legal counsel and senior management. Deal experience included bond offerings for Hong Kong corporates, a US$600 million Shangri-La Asia issuance, and a joint venture between China Resources Enterprise and Tesco.
Investment Strategy Analyst
J.P. Morgan
January 2006 - December 2009
Supported investment strategy and wealth management for J.P. Morgan Private Wealth Management and Private Bank. Worked with client advisors and investment specialists on investment recommendations, wealth projections, attribution analysis, and economic and market perspectives. Presented the firm’s investment capabilities and coached advisors and investment specialists on investment philosophies.
Education
University of Hong Kong
PhD, Education
2016 - 2020
PhD in Innovation with thesis: “Towards a Model of Synergistic Innovation” (Rated “Excellent” at “Top 10%”) Certificate of Teaching and Learning in Higher Education. Elected to the Board of the Faculty of Education.
Harvard Business School
Master, Business Administration (MBA)
2009 - 2011
Organizer, HBS Hong Kong Trek. Co-producer, Asian Cultural Show. Advisor, Harvard Innovation Lab (iLab). HBS Career Advisor. Relevant Coursework: Entrepreneurial Finance, Leading Innovative Ventures, Managing Innovation, Commercializing Science
University of California, Berkeley
Bachelor, Science in Business Administration
2002 - 2006
summa cum laude (Cumulative GPA: 3.9, Top 3% of class). Dean’s Honor List (all semesters). President, California Investment Association (Haas-sponsored investment fund). Director of Public Relations, U.C. Berkeley Student Government. Mentor, Haas School of Business
Anthony also coaches for MBA and Investment Banking. View all.