Investment Professional

Rosa Y. C. Chen


Rosa Y. C. Chen, CFA®, CPA

Director of Research & Portfolio Manager


University of Pennsylvania
BSE, Accounting
BAS, Computer Science
Columbia Business School

Ms. Chen joined Bradley, Foster & Sargent as an Associate Director of Research in March, 2016, became Director of Research in 2018, and is a Member of the Investment Committee. Her primary responsibility is enhancing the investment performance of the firm’s Portfolio Managers by providing research and analysis regarding individual stocks, industries, and other macroeconomic topics. In addition, Ms. Chen assumed portfolio manager responsibilities in 2020. She has worked in a research and portfolio management capacity for a number of investment firms for over 15 years. Most recently, she was the Co-Head of Equities at New England Asset Management. Previously, she worked for Mesirow Financial Investment Management as a Portfolio Manager and Deloitte as an Investment Consultant. Ms. Chen is a Certified Public Accountant and a Chartered Financial Analyst (CFA®) charterholder.

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