Cecilia Chen, CFA

Born in Taiwan and raised in Southern California, Cecilia helps clients realize their financial goals with their appropriate level of risk. She brings more than 25 years experience advising affluent individuals, families and institutions on financial planning, asset allocation and portfolio management. Cecilia also is an expert in managing portfolios of exchange traded funds.

Before she joined Covington, Cecilia was director and senior portfolio manager with City National Rochdale and City National Asset Management. She’s also held senior positions at California Bank & Trust and Sanwa Bank. Cecilia is fluent in Mandarin and Taiwanese.

Education and accreditations

• BS in Mathematics and Computer Science, University of California, Los Angeles
• MBA in Finance, Focus on Investment, University of California, Irvine
• Chartered Financial Analyst (CFA)

Professional associations

• CFA Society of Los Angeles, Member
• CFA Institute, Member

Passions

Travel, movies, art, tennis