Sean Chen Email & Phone Number
Investment Consultant (Independent)
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Sean Chen Location
- Boston, MA, US
Sean Chen Work
- 2024 - now Member @
- 2023 - now Investment Consultant (Independent) @ HNW & Family Office Advisory
- 2018 - 2023 Chief Investment Officer @
- 2011 - 2017 Multi-Asset Analyst and Global Multi-Asset Strategies and Portfolio Management @
- 2007 - 2011 Global Macro Strategist, Global Macro Research @
- 2006 - 2007 Global Macro Research Associate (MBA Senior Intern) @
- 2006 - 2007 MBA Research Analyst, Co-Op Program @
Sean Chen Education
- Questrom School of Business, Boston University
Master of Business Administration (MBA) (Concentrations: Finance and Strategy)
- Questrom School of Business, Boston University
Master of Science - MS (Management Information Systems (MSIS))
- National Taiwan University
Bachelor of Arts - BA (Major in Philosophy, Minor in Political Science)
Sean Chen Skills
- Leadership
- Foreign Currency
- Fixed Income
- Technical Research
- Matlab
- Portfolio Management
- Financial Modeling
- Capital Markets
- FX trading
- Political Science
- Investments
- Bloomberg
- Asset Allocation
- Tactical Asset Allocation
- Strategy
- Equities
- Datastream
- Equity Research
- Microsoft Office
- Emerging Markets
- Risk Management
- Microsoft Excel
- Qualitative Research
- Fixed Income Strategies
- C++
- MBA
- Philosophy
- SQL
- Management
- Analytical Skills
- Quantitative Research
- Project Management
- Research
- Trading
- Global Tactical Asset Allocation
- Mandarin
- Excel models
- Quantitative Investing
- Analysis
- Access
- Databases
Sean Chen Summary
- Sean Chen, based in Boston, MA, US, is currently a Investment Consultant (Independent) at HNW & Family Office Advisory. Sean Chen brings experience from previous roles at The Financial Executives Networking Group, Inc. (The FENG), AmeriTrust Group, Inc., Wellington Management and State Street. Sean Chen holds a Master of Business Administration (MBA) in Concentrations: Finance and Strategy @ Questrom School of Business, Boston University. With a robust skill set that includes Leadership, Foreign Currency, Fixed Income, Technical Research, Matlab and more. Sean Chen has 2 emails and 1 mobile phone numbers on RocketReach.
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