Profile
Ray Chen worked as a Quantitative Research Analyst at AFAM Capital, Inc. and as a Research Analyst at Innealta Capital LLC.
He completed his undergraduate degree at Michigan State University and his graduate degree at Rice University in 2014.
Former positions of Ray Chen
| Companies | Position | End |
|---|---|---|
Innealta Capital LLC
 Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Analyst-Equity | 2019-06-30 |
AFAM Capital, Inc.
 AFAM Capital, Inc. Investment ManagersFinance AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations. | Analyst-Equity | - |
Training of Ray Chen
| Michigan State University | Undergraduate Degree |
| Rice University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
AFAM Capital, Inc.
AFAM Capital, Inc. Investment ManagersFinance AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations. | Finance |
Innealta Capital LLC
Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | Finance |
- Stock Market
- Insiders
- Ray Chen
