George Chen, Cfa, Cipm Email & Phone Number

Greater Atlanta Area

Greater Atlanta Area

Report to the Chief Investment Officer.• Creating and building proprietary model strategies as part of a team for FDx Advisors clients, including wealth management firms, using optimization analysis tools such as Barra, Bloomberg, Morningstar Direct, and MPI Stylus with total assets of $1 billion. Analyzing performance of proprietary model strategies through multi-portfolio attribution. For one wealth management firm, the set of investment portfolio models we created led to growth, in two years, from $0 to $700 million in assets under management. • Working and voting member of the Asset Allocation team developing and maintaining econometric models used in strategic and tactical asset allocation including developing return and risk assumptions. Compose quarterly Capital Market Overview and other investment thought pieces for FDx Advisor clients.• Maintain consultant relations with FDx Advisor clients through ad hoc projects and requests. Responsibilities include manager recommendations, Barra tax optimization portfolio management, and portfolio construction. Recognized by financial advisors for providing solutions to meet their unique client situations.

Greater Atlanta Area

• Primary portfolio management responsibility for two investment vehicles (Wilmington International Equity Fund Select, L.P.; Wilmington Multi-Manager International Fund) with assets under management totaling $1 billion. Secondary portfolio management responsibility for the Wilmington Multi-Manager Real Asset Fund. Responsibilities include manager search, evaluation, retention, monitoring, reporting, and termination recommendations; performance measurement and attribution analysis; portfolio construction; trading and rebalancing requirements as needed; writing periodic internal and external commentary; provide client support as needed. Recognized by Barron’s magazine as Co-Portfolio Manager for the Best World Equity Fund (Wilmington Multi-Manager International Fund) in 2010.• Lead due diligence analyst for all non-US equity manager research with additional due diligence analyst experience in domestic equities, fixed income, public real estate, long-short equity, and commodities. Coverage universe included SMAs, hedge funds, mutual funds, and ETFs.• Created a proprietary rating system to evaluate over 2,000 mutual funds and exchange-traded products across 20 different asset classes. Responsibilities include designing, maintaining, and testing on a regular basis the factor models used to screen and search for funds. • Worked with Director of Consultant Relations on manager due diligence for external institutional clients and internal benefits investment committee. Responsibilities included manager search, evaluation, monitoring, and termination recommendations. Met with clients as needed to review managers in their plan.

M.B.A.

B.S., Finance

Education record