Alice Cullen

Independent Financial Analyst & Investor

+34 608285171
Europe | North America | Asia

About Me

Hello, I'm Alice, welcome to my personal website. I enjoy interacting with experts and exchanging ideas.

When God closes one door, He always opens another window for you.

I am a very sincere person. I have always believed in the law of attraction: treat others well, and the world will become kind. My values are to enjoy life as much as possible, stay healthy, travel and experience good times, develop and move towards the next stage. New goals take me further. Harmony in emotions, in the heart, with the heart.

In both life and work, I am not a calculating person, and I am very generous. Within my ability, I am more willing to help others and share my happiness and daily life with others. Being able to bring sweet smiles to others makes me very happy.

Professional Summary

Independent investor and financial analyst with over 15 years of experience in private wealth management, cryptocurrency day trading, forex and derivatives trading, and income-generating real estate. I worked at Cathay Capital (PWM) in Paris for 8 years, serving high-net-worth clients. I combine quantitative signals with macro judgment to build diversified, rule-based multi-asset portfolios, focusing on drawdown control, liquidity, and standardized rebalancing. Active across Europe, North America, and Asia.

Core Strengths

Multi-Asset Portfolio Construction

Expert in building and rebalancing diversified investment portfolios with systematic risk management and optimization strategies.

Risk & Liquidity Management

Advanced risk budgeting, liquidity management, and withdrawal strategies for high-net-worth clients and institutional investors.

Cryptocurrency Trading

Professional day trading and derivatives trading in cryptocurrency markets with quantitative signal-based strategies.

High Net Worth Client Coverage

Comprehensive client relationship management and customized investment solutions for ultra-high-net-worth individuals.

Real Estate Investment

Property project evaluation, rental operations management, and real estate portfolio optimization strategies.

Due Diligence & Compliance

Thorough due diligence processes, regulatory compliance, and risk assessment for investment opportunities.

Professional Experience

Independent Financial Analyst/Investor

2017 – Present
Paris / Europe and Asia
  • Rule-driven forex and derivatives trading with advanced algorithmic strategies
  • Building and managing diversified multi-asset portfolios for institutional clients
  • Developing quantitative investment models and risk management frameworks

Private Wealth Management

2010 – 2015
Morgan Stanley, Chicago, Illinois, USA
  • High-net-worth client relationship and portfolio management ($50M+ AUM)
  • Execution of complex forex and commodity derivatives strategies
  • Investment advisory services for ultra-high-net-worth families
  • Alternative investment structuring and implementation

Investment Analyst

2008 – 2009
Santander Bank Poland, Warsaw
  • Research and trading of banking financial products and derivatives
  • Market analysis and investment recommendation development
  • Risk assessment and portfolio optimization for institutional clients

Graduate Intern — Commodities

2007 – 2008
Warsaw, Poland
  • Market research and commodity price analysis
  • Trading operations support and execution
  • Development of pricing models and market forecasting tools

Education

Executive MBA

University of Chicago Booth School of Business | 2015-2017

Specialized in Financial Markets, Investment Management, and Quantitative Finance

Master's in Finance

University of Warsaw | 2002–2007

Focus on International Finance, Derivatives, and Portfolio Management

Volunteer Work

Over the years, I have been deeply involved in charitable work, focusing on supporting children who are experiencing difficulties and need guidance.

Tanzania Relief Fund — Charitable Volunteer

2015 – Present

Supporting education programs and providing financial assistance to impoverished children in Tanzania and participating in fundraising for the Tanzania Relief Fund.

Eleanor Roosevelt Child Welfare Center — Charitable Volunteer

2019 – Present

Providing mentoring and supporting educational programs for children in foster care and transitional housing, and donating clothes and books to the Eleanor Roosevelt Children's Welfare Center with the Friends of Paris Charity, as well as charitable funds totaling over €300,000.

Investment Philosophy

Opportunities lie in volatility, and profits come from acumen.

We believe that opportunities for excess returns lie within market sentiment and short-term trends. By keenly identifying and quickly responding to signals such as macro data, policy changes and capital flows, we make flexible tactical configurations and proactive position adjustments. Investing success depends on making market-beating decisions during critical windows to achieve rapid capital appreciation.