Joseph is an accomplished finance executive and impact investor with over 30 years of experience spanning the commercial, non-profit, and social enterprise sectors.
As a seasoned corporate and investment banker, Joseph held senior roles in structured finance, portfolio management, and corporate finance at major financial institutions. He successfully executed transactions in mergers, acquisitions, fundraising transactions, and capital raises partnering with leading corporations, funds, and institutions.
Joseph served for over 6 years as Chief Financial Officer and Executive Director of a publicly-listed company. He provided strategic leadership for all aspects of financial planning, reporting, capital management, and investor relations. During his tenure, Joseph led the raising of US$1.1 billion through innovative corporate finance strategies and onboarding international strategic shareholders.
Since 2016, Joseph has dedicated his expertise to driving social impact. As Honorary Chief Executive of an investment fund’s charitable foundation for 5 years, he stewarded its philanthropic mission. Currently, Joseph focuses on impact investing and business-as-mission initiatives to empower underserved communities in Hong Kong and overseas.
He co-founded impact investment platforms that have generated meaningful employment for marginalized groups. Joseph also co-invested in and advised social enterprises like a restaurant creating jobs for ethnic minorities in Hong Kong. His hands-on guidance helped the restaurant create 35 jobs and achieve a 40% annual social return on investment.
As an advisor, Joseph works closely with social entrepreneurs on coaching, capacity building, and access to impact capital. He helps financial technology companies evaluate their ESG footprint and engage international impact investors. Throughout his career, Joseph has leveraged his business acumen and values to make sustainable impact.
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