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    Michael Chen
    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.

    Bridgewell

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    Bridgewell provides operational and workflow support. Bridgewell does not provide investment, tax, or legal advice. No guarantees are made regarding outcomes, lead volume, or booked meetings.