A well-rounded, sharp, seasoned veteran with vast buy-side financial experience. Wide range of institutional experience in corporate investment banking, market and securities analysis, portfolio management, and alternative investments including hedge funds, fund of funds, private equity, and proprietary long-short equity strategies. Wealth advisor and fiduciary. Born and raised in New York City, fluent in both English and Mandarin. Creative and collaborative, with an outgoing personality. Former performing artist, played violin and piano at venues such as Carnegie Hall, Kimmel Center, and Hammerstein Ballroom. Former high level competitor in Latin and Ballroom dancing.

William Chen
Portfolio and Wealth Manager
Tandem Capital Management Inc
United States, New York, New York
About Me
Profile Information
Portfolio and Wealth Manager
Tandem Capital Management Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
New York
New York
United States
Sep 24, 2025
More profiles to browse
LW
Lauren Wong
Managing Principal, Portfolio and Wealth Manager
KS
Kent Sheng
Chief Investment Officer and Portfolio Manager
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
PG
Patricia Gee
Operations
Manhattan Family Office
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC