Vice-President, Investment Management Services @ Bell Kearns & Associates Ltd. (April 2013 - September 2019)
OCIO Portfolio Manager, Implemented Consulting at Mercer Global Investments (MGI) and Principal @ (January 2010 - January 2012)
Manager Research Analyst, Canadian Equities @ (October 2004 - November 2009)
Vice President, Consulting Services @ Twenty-First Century Investments Inc. (Toronto) (April 2000 - September 2004)
Senior Analyst, Head of Manager Search @ (May 1999 - April 2000)
Investment Analyst and Junior Portfolio Manager @ (June 1994 - May 1999)
Senior Don, Devonshire House Men’s Residence @ (September 1992 - August 1997)
Development Engineer, Pulp and Paper Chemicals @ (April 1991 - September 1993)
Phil Chen Education
University of Toronto
MBA (Finance)
1992-1994
The University of British Columbia
M.Eng. (Pulp & Paper Engineering)
1989-1990
University of Toronto
B.A.Sc. (Chemical Engineering)
1985-1989
Phil Chen Skills
Investments
Institutional
Pensions
Portfolio Management
Asset Management
Investment Strategies
Manager Selection
Asset Allocation
Fiduciary Management
Wealth Management
Wealth Management Services
Asset Managment
Investment Management
Private Equity
Equities
Fixed Income
Mutual Funds
Hedge Funds
Valuation
Alternative Investments
Pension Funds
Phil Chen Summary
Phil Chen, based in Toronto, ON, CA, is currently a Vice President, Client Portfolio Manager at Foyston, Gordon & Payne Inc.. Phil Chen brings experience from previous roles at Bell Kearns & Associates Ltd., Mercer, Russell Investments Canada Ltd. (Toronto) and Twenty-First Century Investments Inc. (Toronto). Phil Chen holds a 1992 - 1994 MBA in Finance @ University of Toronto. With a robust skill set that includes Investments, Institutional, Pensions, Portfolio Management, Asset Management and more. Phil Chen has 2 emails on RocketReach.
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