Darian Hong Chen
Chief Investment Officer bij Bray Capital Advisors LLC
Profiel
Mr. Darian H.
Chen, CFA, is Chief Investment Officer at Bray Capital Advisors LLC.
He is also the chairman of the firm’s Investment Management Committee.
He directs and oversees all of the portfolio management and investment research functions of the firm and he leads the firm’s portfolio management team.
Prior to joining Bray Capital Advisors, Mr. Chen was a partner in a Cleveland, Ohio based institutional investment management firm where he developed and implemented the firm’s investment valuation methodology.
He also served as the Chief Investment Officer for the wealth management affiliate of a top five Northeast Ohio CPA firm.
In addition, he has substantial international equity management experience as the former managing director of a global investment advisory firm.
He graduated from Yale University with a Bachelor of Arts in Economics.
He is also a graduate of The Ohio State University, a member of the Ohio Society of CPAs, and an adjunct Instructor of Finance for Cleveland State University.
Actieve functies van Darian Hong Chen
| Bedrijven | Functie | Begin |
|---|---|---|
Bray Capital Advisors LLC
 Bray Capital Advisors LLC Investment ManagersFinance Bray Capital Advisors LLC (BCA) is an independent registered investment advisory and wealth management firm headquartered in Naples, Florida. The firm was founded by Christopher P. Bray in 2014 as Ariel Capital Advisors LLC. BCA provides customized, fee-only, wealth management services to high net worth individuals and their families. | Chief Investment Officer | 01-04-2014 |
Eerdere bekende functies van Darian Hong Chen
| Bedrijven | Functie | Einde |
|---|---|---|
| Becker Professional Review | Corporate Officer/Principal | 31-12-2010 |
Sequoia Financial Advisors, Inc.
 Sequoia Financial Advisors, Inc. Investment ManagersFinance Part of WealthPoint Advisors LLC /OH/, Sequoia Financial Advisors, Inc. provides financial planning and investment services. The company is based in Sun City, AZ. Sequoia Financial Advisors was acquired by WealthPoint Advisors LLC /OH/ on September 22, 2006. | Corporate Officer/Principal | - |
Gratry & Co. LLC
 Gratry & Co. LLC Investment ManagersFinance Founded by Jerome Gratry in 1981, Gratry & Co. LLC is a registered investment advisor located in Shaker Heights, Ohio. The firm provides investment management services to corporations, public funds, foundations, endowments and individuals. | Head-Equity Investments | 28-02-2007 |
First Fiduciary Investment Counsel, Inc.
 First Fiduciary Investment Counsel, Inc. Investment ManagersFinance First Fiduciary Investment Counsel, Inc. (First Fiduciary) is an independent registered investment advisor headquartered in Cleveland, Ohio. Founded in 1975, First Fiduciary provides discretionary investment management to individuals, non-profits, public funds, retirement plans, trusts, estates, ESOPs, business entities and others. | Portefeuillebeheerder-Aandelen | 31-12-2003 |
| Maxus Investment Group | Portefeuillebeheerder-Aandelen | 31-12-1998 |
Opleiding van Darian Hong Chen
| Yale University | Undergraduate Degree |
| The Ohio State University | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 7 |
|---|---|
Gratry & Co. LLC
Gratry & Co. LLC Investment ManagersFinance Founded by Jerome Gratry in 1981, Gratry & Co. LLC is a registered investment advisor located in Shaker Heights, Ohio. The firm provides investment management services to corporations, public funds, foundations, endowments and individuals. | Finance |
First Fiduciary Investment Counsel, Inc.
First Fiduciary Investment Counsel, Inc. Investment ManagersFinance First Fiduciary Investment Counsel, Inc. (First Fiduciary) is an independent registered investment advisor headquartered in Cleveland, Ohio. Founded in 1975, First Fiduciary provides discretionary investment management to individuals, non-profits, public funds, retirement plans, trusts, estates, ESOPs, business entities and others. | Finance |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Commercial Services |
| Maxus Investment Group | Finance |
Sequoia Financial Advisors, Inc.
Sequoia Financial Advisors, Inc. Investment ManagersFinance Part of WealthPoint Advisors LLC /OH/, Sequoia Financial Advisors, Inc. provides financial planning and investment services. The company is based in Sun City, AZ. Sequoia Financial Advisors was acquired by WealthPoint Advisors LLC /OH/ on September 22, 2006. | Finance |
| Becker Professional Review | |
Bray Capital Advisors LLC
Bray Capital Advisors LLC Investment ManagersFinance Bray Capital Advisors LLC (BCA) is an independent registered investment advisory and wealth management firm headquartered in Naples, Florida. The firm was founded by Christopher P. Bray in 2014 as Ariel Capital Advisors LLC. BCA provides customized, fee-only, wealth management services to high net worth individuals and their families. | Finance |
