(949) 271-6333 [email protected]

About / Ann P Chen

Ann P. Chen

Senior Analyst

About Ann P. Chen

BUSINESS BACKGROUND:

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Senior Analyst and Investment Strategist for SPRIVE Capital Management

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Pension Investment Analyst for Hewlett-Packard, Palo Alto, CA – Analyzed overall portfolio management strategy for company-managed pension plan and 401(k) plan

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Vice President, Newport Pacific Management, San Francisco, CA Managed $75 million large-cap Asian equities portfolio. Performed fundamental research on companies and industry, including industry analysis, site visits, and competitive analysis.

ACCREDITATIONS:

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Chartered Financial Analyst (CFA)

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University of Pennsylvania, Wharton School of Business, Bachelor of Science. Finance

Contact Information

(949) 271-6333

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