Led the strategic design of a personalized spot gold and FX trading portfolio tailored for high-net-worth clients and family offices. With a focus on low-volatility and long-term compounding growth, the project integrated market insights, macroeconomic forecasting, and AI-driven analysis. Built with collaboration from a cross-functional team of analysts and legal experts, the portfolio maintained a 95% profitability rate across 4 years.
Over $9M USD allocated under the model across 5 regions Maintained <4% max drawdown during high-volatility periods (e.g., 2022 inflation spike) Invited as guest speaker at Women in Finance LA to present case insights.
