Over more than nine years in quantitative investment management, I managed strategies across more than $1 billion in career AUM and AUA. This page documents the strategy scale, PSN recognition, and historical PM responsibilities behind that record.
Career chronology
- 2017 — Quantitative Analyst
- 2019 — Senior Quantitative Analyst; regulatory officer roles also appear in public filings
- 2021 — Portfolio-manager appointment for U.S. and international strategies
- 2022 — Director of Research
- Later role — Vice President of Public Equity & Portfolio Management
- 2026 — The public ETF portfolio-manager record changes after the August 2026 supplement; this page does not infer an employment-termination date
Investment systems
My work connected research to live portfolios through financial-data pipelines, factor research, signal generation, backtesting, portfolio construction, rebalancing workflows, risk monitoring, performance attribution, and reporting infrastructure.
This summary intentionally excludes proprietary code, formulas, private data sources, internal IP, and non-public process details.
Historical portfolio management
Public records document portfolio-manager responsibilities beginning in 2021 and later named PM roles across the six-fund Abacus FCF ETF suite. The FCF Leaders Strategy subsequently received a PSN Top Guns Manager of the Decade designation for Q4 2025 while Chen was identified as its portfolio manager.
Research record
Published research covers active-manager evaluation, factor decomposition, free-cash-flow profitability, quality investing, ETF implementation, fund alternatives, and return decomposition.
Public evidence
These public records provide the strongest external documentation for the historical roles and chronology described above.
Education and credentials
- CFA Charterholder
- MS, Quantitative Methods & Modeling — Baruch College
- MS, Computer Science — Georgia Institute of Technology (in progress)
- BEc, Economics — Guangdong University of Foreign Studies
This page describes prior professional responsibilities and published public records. It is not a presentation of current fund-management responsibility or an offer of investment advisory services.