Background Male, 48 Founder, Phosphorus Wealth Advisors Asset Management Founding Leader, EDM Community Chairman, Multi-Asset Executive Committee, Phosphorus Wealth Advisors Asset Management – responsible for global diversified investment strategy development Chief Scientist, EDM System – responsible for system design and strategic development Education & Honors Ph.D. in Financial Economics, University of Oxford, 2003 Master of Complex Systems Integration IT Architecture, 2015 Financial Leaders Fellowship, 2017 Member, Aspen Global Leadership Network, 2018 Profile From traditional Wall Street elite to a "Robin Hood" challenging the conventional financial system. Character: Resilient, inclusive, unafraid of authority, champion of fairness and justice. Career Journey 2003–2008: Rose from junior trader to Wall Street elite earning $3 million annually 2007–2009: Witnessed the financial crisis and Lehman Brothers' collapse, prompting deep reflection and a resolve to challenge tradition January 2009–2011: Embarked on an independent path to challenge the establishment by providing investment strategies to the public online, disseminating philosophy, and seeking opportunities September 2011: Gained exposure to quantitative systems through participation in the Occupy Wall Street movement 2012: Decided to challenge tradition through systematic approaches; completed a three-year Master's program in systems 2015: Founded an online investment service team (predecessor to Phosphorus Wealth Advisors) to democratize access, focusing on enhancing client service and returns—a veteran team with over 10 years of experience 2016: Established the EDM System R&D team; faced repeated setbacks until 2021 due to funding, staffing, and technical limitations 2019: Founded Phosphorus Wealth Advisors Asset Management, capitalizing on cryptocurrency opportunities; the company began rapid growth in 2021 2021: Following participation in the GameStop event, co-founders joined the R&D team, accelerating EDM System development. EDM Community was established in the same year December 2024: EDM System development completed June–September 2025: Series A internal beta testing January–March 2026: Regional beta testing in Latin America with big data center deployment in Brazil