As the team’s Investment Research Associate, Chen is responsible for due diligence on managers, asset allocation, macro research, and individual stock analysis. With a robust blend of quantitative and qualitative skills, he specializes in financial modeling, portfolio optimization, factor analysis, and fundamental analysis.

Formerly an associate in Goldman Sachs' portfolio management group overseeing an AUM of $19 billion, Chen conducted extensive research on ETFs and mutual funds across various asset classes, adeptly constructed portfolios for institutional clients, and provided educational materials for clients. Additionally, he played a pivotal role in developing investment platforms, sharing insights into centralized model management, model delivery, and product management.

Chen holds a Master of Financial Mathematics from Syracuse University and is a CFA charterholder.