Pamela Chen, CFA, CPA
Founder & Portfolio Manager
Pamela's investment and business career spans over 30 years, including as Senior Portfolio Manager at Northern Trust and at U.S. Trust. In private wealth management, she provided investment advice, analysis, and direct responsibility of investment portfolios for high net worth clients. Prior experience includes SSI Investment Management, as a Portfolio Manager of a long-short market neutral fund, as well as an Equity Analyst at Financial Management Advisors.
Pamela started her accounting career at Ernst & Young and further broadened into business management at the University of Miami. She was Director of Financial Analysis and then Director of Contract Services where she led the University’s food service operations. Pamela subsequently assumed the CFO role at Imperial Credit Asset Management, a Beverly Hills hedge fund specializing in collateralized debt obligations (CDOs).
Pamela earned an MBA from the Johnson School at Cornell University as well as a BS in Kinesiology from UCLA. She is actively involved in various professional and community organizations, including membership in NACUBO, the CFA Institute, and the UCLA Alumni Association. Additionally, Pamela assumed leadership roles as President of the Women’s Management Council at Cornell University and as President of the Cornell Johnson School Club of L.A. She is a CFA Charterholder and a Certified Public Accountant.