Lori Chen is the CEO of KyoVest, a leading blockchain company that brings institution-grade investing and risk-hedging tools to individuals hoping to build wealth in the digital marketplace. With over two decades of executive experience in top-tier financial firms like JP Morgan Chase and HSBC, Lori brings a wealth of expertise in business development, high-net-worth client management, and comprehensive financial planning. Fluent in Mandarin and deeply engaged in the Asian-American community, Lori also chairs the National Association of Asian American Professionals’ New York Chapter and co-founded the Asian Mosaic Fund. Born and raised in Taipei, Taiwan, Lori now calls NYC her second home, where she continues to redefine success in the digital era.
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Chief Executive OfficerKyovest Jan 2023 - PresentNew York City Metropolitan Area -
Executive Director - Market DirectorJpmorgan Chase & Co. Jun 2018 - Oct 2022Greater New York City Area -
Vice President, Private Client AdvisorJpmorgan Chase & Co. Sep 2014 - May 2018New York, New York -
Vice President, Premier Relationship AdvisorHsbc Sep 2012 - Aug 2014 -
Financial AdvisorPnc Investments Oct 2010 - Aug 2012 -
Financial Planner & Managing AssociateCreative Financial Group Mar 2004 - Sep 2010 -
Financial AdvisorUbs Aug 2002 - Feb 2004 -
Account Specialist & Team LeaderWells Fargo Jul 1999 - Aug 2000
Lori C. Education Details
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Marketing -
Marketing
Frequently Asked Questions about Lori C.
What company does Lori C. work for?
Lori C. works for Kyovest
What is Lori C.'s role at the current company?
Lori C.'s current role is Co-founder and CEO at KyoVest.
What schools did Lori C. attend?
Lori C. attended Desales University, La Salle University.
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