Skip to main content

Steve Chen, CFA
Investment advisor

Over 15 years of professional public market investing experience with focus on China and global healthcare industry. MBA from Wharton Business School, MSc in Biochemistry and Molecular Biology from Georgetown University and BSc from Nankai University, and a CFA charterholder. Previously managed proprietary trading portfolio for Barclays Capital New York and Huatai Securities’ Hong Kong subsidiary, and was Portfolio Manager for a large closed-end exchange listed mutual fund in China.