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
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc