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Biography

Ms. Chen is a Senior Associate in the San Francisco office, where she is responsible for performing manager due diligence, generating investment content, and supporting the Private Market Consultants with client service relationships.

Prior to joining Cerity Partners, Ms. Chen served as Associate Director of Private Markets at Verus, a leading institutional investment advisory firm that merged with Cerity Partners in 2026. She previously worked at Strategic Investment Solutions since March 2008 as a Performance Analyst.

Learn more about my practice.

Education

  • BA – Shanghai University in China
  • MBA – Golden Gate University

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.