2022 -
now Independent Trustee @ Aristotle Funds Series Trust
2012 -
2019 Chair of Investment Committee and Co-Head of Portfolio Management @
2010 -
2012 Senior Portfolio Manager and Vice President @
2005 -
2009 Portfolio Manager @
2002 -
2005 Counsel @
1997 -
2002 Senior Associate @ Brobeck, Phleger & Harrison
1995 -
1996 Associate @
1993 -
1995 Associate @ Lyon & Lyon
Joseph Chi Education
UCLA Anderson School of Management
MBA (Finance)
2002
-
2005
USC Gould School of Law
JD (Finance and Securities)
1990
-
1993
UCLA
BS, cum laude (Electrical Engineering)
1983
-
1987
Joseph Chi Skills
Venture Capital
Mergers
Licensing
Asset Management
Securities
Leadership
Team Building
Cleantech
International Business
Social Media
International Trade
Public Speaking
Economics
Import
International Sales
Patent Prosecution
Start Ups
Portfolio Management
Chinese
Government
Business Development
Market Research
English
Negotiation
Competitive Analysis
International Relations
International Marketing
China Business Development
Energy
Strategic Planning
Strategy
Management Consulting
Business Planning
Export Import
Entrepreneurship
Foreign Investment
Marketing
New Business Development
Export
Event Management
Economic Development
Attorney
Customer Service
Financial Analysis
Contract Negotiation
Market Analysis
Project Planning
Express.js
Budgets
Business Strategy
Management
Product Development
Project Management
Public Relations
Intellectual Property
Research
Marketing Communications
Trading
Latin America
Marketing Strategy
Mergers and Acquisitions
Analysis
Investment Management
Spanish
Joseph Chi Summary
Joseph Chi, based in Ladera Ranch, CA, US, is currently a VP and Senior Portfolio Manager at Avantis Investors. Joseph Chi brings experience from previous roles at Aristotle Funds Series Trust and Dimensional Fund Advisors. Joseph Chi holds a 2002 - 2005 MBA in Finance @ UCLA Anderson School of Management. With a robust skill set that includes Venture Capital, Mergers, Licensing, Asset Management, Securities and more. Joseph Chi has 1 emails and 2 mobile phone numbers on RocketReach.
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