George Chen Email & Phone Number
Personal Wealth Advisor @ BIP Wealth
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George Chen Location
- Atlanta, GA, US
George Chen Work
- Personal Wealth Advisor @ (June 2026 - Present)
- Principal @ Red Tortoise LLC (October 2018 - June 2026)
- Director of Investment Strategies @ (October 2015 - July 2018)
- Vice President - Portfolio Manager @ Wilmington Trust Investment Advisors (January 1997 - December 2014)
George Chen Education
- Georgia State University - J. Mack Robinson College of Business
M.B.A.
1994-1995 - University of New Orleans
B.S. (Finance)
- Georgia Institute of Technology
George Chen Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Managment
- Barra
- Due Diligence
- Equities
- Finance
- Financial Modeling
- Financial Services
- Hedge Funds
- Investment Advisory
- Investment Management
- Investments
- MPI Stylus
- Management
- Morningstar Direct
- Mutual Funds
- Non-profit Leadership
- Non-profit Volunteering
- Portfolio Management
- Problem Solving
- Securities
- Teamwork
- Wealth Management
George Chen Summary
- George Chen, based in Atlanta, GA, US, is currently a Personal Wealth Advisor at BIP Wealth. George Chen brings experience from previous roles at Red Tortoise LLC, Envestnet, Inc and Wilmington Trust Investment Advisors. George Chen holds a 1994 - 1995 M.B.A. @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Barra and more. George Chen has 3 emails and 1 mobile phone numbers on RocketReach.
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