Rosa Y. C. Chen, CFA®, CPA®

Director of Research & Portfolio Manager

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

As director of research and a member of the firm’s investment committee, Rosa’s primary responsibility is overseeing a team of analysts who enhance the investment performance of the firm’s portfolios by conducting research and analysis on individual stocks, industries, and macroeconomic topics. She is also a portfolio manager.

Rosa has worked in research and portfolio management for investment firms for over 20 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. Rosa has achieved the designations of Chartered Financial Analyst® and Certified Public Accountant.