AeroLeads people directory · profile

Mike Chen, Cfa, Caia Email & Phone Number

Product Manager, Alternative Investments at Capital Group Private Client Services
Location: Irvine, California, United States 10 work roles 2 schools
1 work email found @rvwwealth.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@rvwwealth.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capital Group Private Client Services
Role
Product Manager, Alternative Investments
Location
Irvine, California, United States
Company size
229 employees

Who is Mike Chen, Cfa, Caia? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mike Chen, Cfa, Caia is listed as Product Manager, Alternative Investments at Capital Group Private Client Services, a with 229 employees, based in Irvine, California, United States. AeroLeads shows a work email signal at rvwwealth.com and a matched LinkedIn profile for Mike Chen, Cfa, Caia.

Mike Chen, Cfa, Caia previously worked as Investment Strategist at First Foundation Advisors and Senior Analyst at Rvw Wealth. Mike Chen, Cfa, Caia holds Master Of Business Administration, Full-Time, Finance And Accounting from Nyu Stern School Of Business.

Company email context

Email format at Capital Group Private Client Services

This section adds company-level context without repeating Mike Chen, Cfa, Caia's masked contact details.

*@rvwwealth.com
68% confidence

AeroLeads found 1 current-domain work email signal for Mike Chen, Cfa, Caia. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Mike Chen, Cfa, Caia

Experienced Senior Analyst with a demonstrated history of working in the financial services industry. Skilled in Investment Management, Asset Allocation, Asset Management, Wealth Management, and Alternative Investments. Strong business development professional with a Master of Business Administration, Full-Time focused in Finance and Accounting from New York University - Leonard N. Stern School of Business.

Listed skills include Fixed Income, Performance Attribution, Microsoft Excel, Securities, and 16 others.

Current workplace

Mike Chen, Cfa, Caia's current company

Company context helps verify the profile and gives searchers a useful next step.

Capital Group Private Client Services
Capital Group Private Client Services
Product Manager, Alternative Investments
Irvine, CA, US
Website
capitalgrouppcs.com
Employees
229
AeroLeads page
Company profile
View company profile Email format
10 roles

Mike Chen, Cfa, Caia work experience

A career timeline built from the work history available for this profile.

Investment Strategist

First Foundation Advisors

Provide guidance to FIrst Foundation Advising Team on selection of funds on the Alternative Assets platform. Perform due diligence on potential new funds.

Senior Analyst

Rvw Wealth

Los Angeles, California, Us

Dec 2019 - Jul 2022

Investment Strategist

Suntrust Advisory Services, Inc.

• Constructed portfolios using assets among various Equity, Fixed Income, and Alternative Assets.• Engaged in business development for new clients for financial advisors based in California and provide ongoing support for other financial advisors nationwide.• Conducted portfolio review meetings for high net worth clients, who include those in the entertainment industry, particularly company executives, as well as current or former athletes.

May 2017 - Feb 2019

Investment Strategist & Researcher

Lourdmurray

Los Angeles, California, Us

• Led due diligence meetings with fund managers, both at LourdMurray and externally; was first point of contact for money managers who wish to have LourdMurray invest with them.• Assisted Wealth Managers with analysis of investments which clients hold outside of LourdMurray.

Jan 2013 - May 2017

Product Specialist

Ivy Street Capital Management

Authored investment and marketing materials for use in raising capital for a fund focused on Global Discretionary Macro and Long/Short Equity strategies. Supported portfolio manager in trade execution.

Jan 2011 - Dec 2012

Consultant

Stalla Exam Preparation

Constructed sample test questions and answers to accompany CFA exam study materials.

Mar 2010 - Dec 2011

Analyst

Alliancebernstein

Nashville, Tn, Us

Supported the Fixed Income Portfolio Management team by providing reports and presentations detailing performance of funds both at a portfolio and security detail level.

Sep 2006 - Aug 2007

Fixed-Income Summer Associate

Deutsche Bank

Frankfurt Am Main, Hessen, De

Spent ten weeks in the split between the Mortgage-Backed and Credit Derivative Research groups.

Jun 2004 - Aug 2004

Product Manager

Xilinx

San Jose, Ca, Us

Xilinx is an S&P 500 technology company specializing in semiconductor devices. Serviced both the sales team and operations managers by providing product forecasts for the Spartan series of products.

Mar 1998 - Feb 2003
Team & coworkers

Colleagues at Capital Group Private Client Services

Other employees you can reach at capitalgrouppcs.com. View company contacts for 229 employees →

MC Majken Curley Majken Curley Colleague at Capital Group Private Client ServicesSan Francisco, California, United States View → TT Tracy Thompson Tracy Thompson Colleague at Capital Group Private Client ServicesLos Angeles, California, United States View → CM Cassandra Mondragon Cassandra Mondragon Colleague at Capital Group Private Client ServicesCosta Mesa, California, United States View → KK Kealani Kitaura Kealani Kitaura Colleague at Capital Group Private Client ServicesSan Francisco, California, United States View → KT Kristin Twombly, Cmp Kristin Twombly, Cmp Colleague at Capital Group Private Client ServicesUnited States View → NW Nathan Wyse Nathan Wyse Colleague at Capital Group Private Client ServicesBrea, California, United States View → AS Alan Swerdloff Alan Swerdloff Colleague at Capital Group Private Client ServicesNew York, United States View → IN Isabel Navarro Isabel Navarro Colleague at Capital Group Private Client ServicesBurbank, California, United States View → JW John Williams John Williams Colleague at Capital Group Private Client ServicesPinehurst, North Carolina, United States View → MS Michelle St. Julien Michelle St. Julien Colleague at Capital Group Private Client ServicesLos Angeles, California, United States View →
2 education records

Mike Chen, Cfa, Caia education

Master Of Business Administration, Full-Time, Finance And Accounting

Nyu Stern School Of Business

Bachelor Of Science, Electrical Engineering

University Of California, Berkeley
FAQ

Frequently asked questions about Mike Chen, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Mike Chen, Cfa, Caia work for?

Mike Chen, Cfa, Caia works for Capital Group Private Client Services.

What is Mike Chen, Cfa, Caia's role at Capital Group Private Client Services?

Mike Chen, Cfa, Caia is listed as Product Manager, Alternative Investments at Capital Group Private Client Services.

What is Mike Chen, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @rvwwealth.com for Mike Chen, Cfa, Caia at Capital Group Private Client Services.

Where is Mike Chen, Cfa, Caia based?

Mike Chen, Cfa, Caia is based in Irvine, California, United States while working with Capital Group Private Client Services.

What companies has Mike Chen, Cfa, Caia worked for?

Mike Chen, Cfa, Caia has worked for Capital Group Private Client Services, First Foundation Advisors, Rvw Wealth, Suntrust Advisory Services, Inc., and Lourdmurray.

Who are Mike Chen, Cfa, Caia's colleagues at Capital Group Private Client Services?

Mike Chen, Cfa, Caia's colleagues at Capital Group Private Client Services include Majken Curley, Tracy Thompson, Cassandra Mondragon, Kealani Kitaura, and Kristin Twombly, Cmp.

How can I contact Mike Chen, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Mike Chen, Cfa, Caia at Capital Group Private Client Services, including work email, phone, and LinkedIn data when available.

What schools did Mike Chen, Cfa, Caia attend?

Mike Chen, Cfa, Caia holds Master Of Business Administration, Full-Time, Finance And Accounting from Nyu Stern School Of Business.

What skills is Mike Chen, Cfa, Caia known for?

Mike Chen, Cfa, Caia is listed with skills including Fixed Income, Performance Attribution, Microsoft Excel, Securities, Portfolio Management, Equities, Investment Management, and Bonds.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.