Profiel
Ms. Cecilia C.
Chen, CFA MBA, is Senior Vice President at Covington Capital Management.
She joined Covington in 2015.
She has over 23 years of investment management advising high net worth individuals, families, institutions, and special needs/social responsible trusts in financial planning, asset allocation, and portfolio management.
Ms. Chen spent more than 13 years with City National Rochdale and City National Asset Management as Director and Senior Portfolio Manager.
Prior to that, she held senior positions at California Bank and Trust and Sanwa Bank.
She is a graduate of UCLA with a BS degree in Mathematics and Computer Science and received her MBA in Finance focusing on Investment from University of California at Irvine.
She is a Chartered Financial Analyst and a member of the CFA Institute and CFA Society of Los Angeles.
Eerdere bekende functies van Cecilia Chieh-Ping Chen
| Bedrijven | Functie | Einde |
|---|---|---|
Covington Capital Management
 Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Portefeuillebeheerder-Aandelen | 01-09-2022 |
City National Asset Management, Inc.
 City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Analyst-Equity | - |
California Bank & Trust
 California Bank & Trust Regional BanksFinance California Bank & Trust, Inc. provided banking services. The company was founded in 1972 and was headquartered in San Diego, CA. | Corporate Officer/Principal | 31-12-2001 |
| Sanwa Bank California | Corporate Officer/Principal | - |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Corporate Officer/Principal | - |
Opleiding van Cecilia Chieh-Ping Chen
| University of California, Los Angeles | Undergraduate Degree |
| University of California, Irvine | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
City National Asset Management, Inc.
City National Asset Management, Inc. Investment ManagersFinance City National Asset Management, Inc. is a registered investment advisor headquartered in Beverly Hills, California. The firm is a subsidiary of City National Rochdale Investments and their ultimate parent is City National Corp. (NYSE: CYN). They provide investment advisory and shareholder services to individuals and the CNI Charter mutual funds. | Finance |
City National Rochdale LLC
 City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. The firm was founded when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high net-worth individual investors as well as to registered investment companies and institutions. | Finance |
California Bank & Trust
California Bank & Trust Regional BanksFinance California Bank & Trust, Inc. provided banking services. The company was founded in 1972 and was headquartered in San Diego, CA. | Finance |
| Sanwa Bank California | |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW Asset Management Co. LLC (TCW) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1992 and is wholly-owned by The TCW Group, Inc. In 2013, TCW management and private investment funds affiliated with The Carlyle Group (NASDAQ: CG) acquired TCW Group from Société Générale. TCW provides investment management and advice for a wide array of investment strategies for institutional and individual investors through investment advisory accounts, private open- and closed-end commingled investment funds and structured investment vehicles such as collateralized debt obligations. | Finance |
Covington Capital Management
Covington Capital Management Investment ManagersFinance Covington Capital Management (Covington) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2004 by Gary Arakawa, Rebecca Dutka, Kim Wilkinson, Franklin Ulf and Robert Raney. They were acquired by Cerity Partners Equity Holding LLC in 2022. Covington primarily manages portfolios for high-net-worth individuals and families, trusts, retirement accounts (IRAs, corporate pensions and profit-sharing plans), and charitable organizations (foundations and endowments). | Finance |
