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