Chanyeol Choi

LinqAlpha

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Suhwan Park (1)Hoyoung Lee (1)Zhangyang Wang (1)Alejandro Lopez-Lira (1)

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Jun 29, 2026

2w ago·also Blackstone, Hanwha Life, LinqAlpha, UF +2

Fund2Persona: A Framework for Building and Refining Financial Advisor Personas from Fund Disclosure Data

Financial advisor personas grounded in fund data can deliver tailored investment insights that far exceed generic recommendations, making manager-specific expertise accessible in LLM systems.

Suhwan Park, Hoyoung Lee, Zhangyang Wang +5

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Chanyeol Choi

Publication activitypapers/week, last 8 weeks

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