Previously he led McKinsey’s Financial Institutions and Private Equity Practices in Greater China. He has led many large-scale transformation efforts for Chinese as well as multinational institutions, and has advised senior management on topics pertaining to strategy, operations transformation, mergers & acquisitions, and organizational transformation.
Joe is quoted frequently in top-tier publications such as The Economist, The Financial Times, and The Wall Street Journal, and in major local media in China, Hong Kong, and Taiwan. He is the author of numerous reports and articles on China’s financial institutions, and he co-authored two editions of “Life Insurance in Asia” (John Wiley), the first comprehensive look at the challenges and opportunities facing insurance markets across Asia. Joe speaks frequently at major international forums on a range of topics including financial services, leadership and management, and social enterprises.
Joe has been appointed to various government advisory committees, including the Financial Services Development Council and the Financial Infrastructure Committee of the Hong Kong Monetary Authority. He is also a Board Member of the Hong Kong Science and Technology Park, the Antiquities Advisory Board, and the Hong Kong Scholarship for Excellence Scheme.
Joe is passionate about and active with several organizations in the social enterprise and education sectors. He is the Chairman of DiamondCab, an award-winning social enterprise that provides taxi services to handicapped people, a director of the Diocesan Boys’ School Foundation, and a former president of the Harvard Business School Association of Hong Kong.
A Hong Kong native, Joe received his AB in economics from Harvard University, as well as his JD and MBA from Harvard Law School and Harvard Business School.