Work with Anthony
About
Anthony also coaches for Career Coaching and MBA. View all.
Anthony’s Investment Banking Qualifications
Coaches professionally
Experience level: Vice President
Welcome to my profile! With extensive experience in the investment banking sector, including roles at Morgan Stanley and J.P. Morgan, I bring a wealth of knowledge to help you break into this competitive field. At Morgan Stanley, I honed my skills in financial modeling, valuation analysis, and investor presentations, working on high-profile deals such as a US$600 million issuance for Shangri-La Asia. My background also includes strategic roles in venture capital and innovation, providing a unique perspective on the intersection of finance and technology. Having coached numerous individuals in their career journeys, I am passionate about guiding aspiring investment bankers through resume building, interview preparation, and networking strategies. Let's connect to tailor a plan that aligns with your career aspirations!
Anthony can help with:
AI Fundamentals
Behavioral Interview Prep
Cover Letters
Financial Modeling
General Exploration
Investment Banking Strategy
LinkedIn Review
Networking Strategy
Resume Review
Technical Interview Prep
Valuation
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 Career Coaching and MBA. View all.