Brian Chen
Portfolio Manager-Equities at Amundi Asset Management US, Inc.
Network origin in Brian Chen first degree
Entity | Entity type | Industry | |
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The Trustees of Columbia University in The City of New York
386
| College/University | Other Consumer Services | 386 |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.
322
| College/University | Other Consumer Services | 322 |
Amundi Asset Management US, Inc.
Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.
69
| Subsidiary | Investment Managers | 69 |
Clough Capital Partners LP
Clough Capital Partners LP Investment ManagersFinance Clough Capital Partners LP (Clough Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded by Charles (Chuck) I. Clough, Jr. in 2000. Clough Capital provides advisory services through various investment vehicles including institutional separate accounts, pooled funds and mutual funds (both open and closed end).
12
| Subsidiary | Investment Managers | 12 |
Liberty Square Asset Management LP
Liberty Square Asset Management LP Investment ManagersFinance Founded in 1998, Liberty Square Asset Management LP is a hedge fund manager located in Boston, Massachusetts. The firm provides investment advice to private investment funds and to separately managed accounts. Owners of the accounts are institutions including corporations, pension plans and other investment advisors.
1
| Extinct | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Brian Chen via their personal network
Company | Sector | Related people | Main position |
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Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Fixed Income Analyst-Fixed Income Analyst-Equity Portfolio Manager-Fixed Income | |
Massachusetts Institute of Technology | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree | |
Boston University | College/University | Graduate Degree Undergraduate Degree Masters Business Admin Graduate Degree | |
Boston College | College/University | Undergraduate Degree Masters Business Admin Graduate Degree Undergraduate Degree | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Analyst-Equity Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Stanford University | College/University | Doctorate Degree Graduate Degree Undergraduate Degree | |
Allspring Global Investments LLC
Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity Analyst-Equity Analyst-Equity | |
Amundi Pioneer Asset Management USA, Inc.
Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal Chief Investment Officer Chief Executive Officer | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
New York University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Princeton University | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
The Pennsylvania State University | College/University | Graduate Degree Undergraduate Degree | |
Georgia Institute of Technology | College/University | Graduate Degree Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin Undergraduate Degree | |
Suffolk University | College/University | Masters Business Admin Masters Business Admin | |
National Academy of Sciences
National Academy of Sciences Miscellaneous Commercial ServicesCommercial Services National Academy of Sciences operates as a private, nongovernmental institution that advises on issues related to science and technology. It provides independent, objective analysis and advice and conducts other activities to solve complex problems and inform public policy decisions. The firm also encourages education and research, recognize outstanding contributions to knowledge, and increase public understanding in matters of science. The company was founded on March 3, 1863 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree | |
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Barnard College | College/University | Undergraduate Degree Undergraduate Degree | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree Undergraduate Degree | |
American Academy of Arts & Sciences
American Academy of Arts & Sciences Miscellaneous Commercial ServicesCommercial Services The American Academy of Arts & Sciences is an organization that honors excellence and brings together leaders. The non-profit company is based in Cambridge, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
Amundi Holdings US, Inc. | Director/Board Member Director/Board Member | ||
University of Colorado Boulder | College/University | Masters Business Admin Undergraduate Degree | |
University of California, Berkeley | College/University | Doctorate Degree Undergraduate Degree | |
PIONEER MUNICIPAL HIGH INCOME ADVANTAGE FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
Amundi US, Inc.
Amundi US, Inc. Investment ManagersFinance Part of SAS Rue la Boétie, Amundi US, Inc. provides asset management services. The company is based in Boston, MA. Lisa Marinello Jones has been the CEO of the company since 2014. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
PIONEER MUNICIPAL HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
PIONEER HIGH INCOME FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
Pioneer ILS Interval Fund
Pioneer ILS Interval Fund Investment Trusts/Mutual FundsMiscellaneous Pioneer ILS Interval Fund is a non-diversified, closed-end management investment company. The fund invests primarily in insurance-linked securities. Insurance-linked securities may include event-linked bonds also known as insurance-linked bonds or catastrophe bonds, quota share instruments also known as insurance sidecars, collateralized reinsurance investments, industry loss warranties, event-linked swaps, securities of companies in the insurance or reinsurance industries, and other insurance- and reinsurance related securities. Pioneer Investment Management, Inc. is the fund’s investment adviser. The company was founded on July 15, 2014 and is headquartered Boston, MA. | Investment Trusts/Mutual Funds | Director/Board Member Chief Executive Officer | |
Hartford Investment Management Co.
Hartford Investment Management Co. Investment ManagersFinance Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
Eaton Vance Management
Eaton Vance Management Investment ManagersFinance Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. They are wholly-owned by Morgan Stanley Capital Management LLC, a subsidiary of Morgan Stanley (NYSE: MS). Prior to March 2021, the firm was a wholly-owned subsidiary of Eaton Vance Corp. EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin |
Statistics
International
United States | 50 |
Belgium | 2 |
Sectoral
Consumer Services | 23 |
Finance | 21 |
Miscellaneous | 6 |
Commercial Services | 3 |
Operational
Corporate Officer/Principal | 132 |
Director/Board Member | 131 |
Undergraduate Degree | 95 |
Analyst-Equity | 59 |
Portfolio Manager-Equities | 58 |
Most connected contacts
Insiders | |
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Lisa Jones | 26 |
Ge Li | 23 |
Mike Odrich | 22 |
Ken Taubes | 20 |
Jacqueline Barton | 15 |
Petru Ion Vãduva | 15 |
Hatem Sharif Fawaz | 14 |
Steven Gutterman | 13 |
James Edward Canty | 13 |
Qi Yuan Ma | 12 |
Eric Brock | 11 |
Christopher Treanor | 11 |
Paul J. Maddon | 11 |
Chris E. Beach | 10 |
Kenneth Monaghan | 10 |
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