Michael Chen

Michael Chen

Senior Analyst

Mike serves as an analyst supporting the portfolio management and client service teams with investment strategy.  He has worked in private wealth management for over 6 years, supporting clients with recommending and implementing their equity and fixed income investments.
 
Previously, Mike served as an Investment Strategist at SunTrust Private Wealth Management in Century City, CA.  Prior to SunTrust, Mike served as a Portfolio Strategist at LourdMurray, a Registered Investment Advisor based in Beverly Hills, CA.
 
Mike is a Chartered Financial Analyst (CFA) and CAIA (Chartered Alternative Investment Analyst) charterholder.  Mike holds an M.B.A. from the New York University Stern School of Business and a B.S. in Electrical Engineering from the University of California, Berkeley.