92%
Michael Chen, CFA
Top 5%
Verified
Investment Strategist at Chen Capital Management
4.9 (38 reviews)
InvestmentsWealth GrowthRisk Management
Biography
I help high-net-worth individuals optimize their investment portfolios with a focus on long-term growth and risk management. With 12 years of experience in investment management, I specialize in creating diversified portfolios that align with my clients' financial objectives.
Education & Credentials
- Chartered Financial Analyst (CFA)
- MS, Finance, University of Chicago
- BS, Economics, MIT
Specialty
Investment Management
Assets Under Management
$500M+
Minimum Investment
$500,000
Experience
12+ years
Match Score
92%Based on your financial goals and preferences, Michael is a great match for your investment needs.
Schedule a Free Consultation
Book a free 30-minute consultation to discuss your investment goals and portfolio strategy.