Stefan Chan, Cpa
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Stefan Chan, Cpa Email & Phone Number

Specialist, Portfolio Strategy Management at Capital Group
Location: United States 7 work roles 4 schools
1 work email found @thecapitalgroup.com 4 phones found area 626, 210, and 800 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email s****@thecapitalgroup.com
Direct phone (626) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Capital Group
Role
Specialist, Portfolio Strategy Management
Location
United States
Company size
20 employees

Who is Stefan Chan, Cpa? Overview

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Quick answer

Stefan Chan, Cpa is listed as Specialist, Portfolio Strategy Management at Capital Group, a with 20 employees, based in United States. AeroLeads shows a work email signal at thecapitalgroup.com, phone signal with area code 626, 210, 800, and a matched LinkedIn profile for Stefan Chan, Cpa.

Stefan Chan, Cpa previously worked as Analyst, Fixed Income Portfolio Analysis Group at Capital Group | American Funds and Analyst, Global Portfolio Accounting at Capital Group | American Funds. Stefan Chan, Cpa holds B.S, Accounting, Finance from University Of California, Riverside.

Company email context

Email format at Capital Group

This section adds company-level context without repeating Stefan Chan, Cpa's masked contact details.

*@thecapitalgroup.com
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AeroLeads found 1 current-domain work email signal for Stefan Chan, Cpa. Compare company email patterns before reaching out.

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Profile bio

About Stefan Chan, Cpa

Stefan Chan, Cpa is a Specialist, Portfolio Strategy Management at Capital Group. He possess expertise in accounting, internal controls, auditing, financial analysis, financial reporting and 13 more skills. He is proficient in Chinese.

Listed skills include Accounting, Internal Controls, Auditing, Financial Analysis, and 14 others.

Current workplace

Stefan Chan, Cpa's current company

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

Capital Group
Capital Group
Specialist, Portfolio Strategy Management
United States
Website
fpcgllc.com
Employees
20
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7 roles

Stefan Chan, Cpa work experience

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

Specialist, Portfolio Strategy Management

Capital Group

United States

Specialist, Portfolio Strategy Management

Current
Capital Group

Los Angeles, California, United States

Quantitative portfolio construction

Nov 2019 - Present

Analyst, Fixed Income Portfolio Analysis Group

Capital Group | American Funds

West Los Angeles, Ca

Fixed Income Portfolio Construction

Jan 2017 - Nov 2019

Associate

Vicenti, Lloyd & Stutzman Llp

Specialized in K-12 school district, charter school, community college and not-for-profit financial statement audits.

Jul 2010 - Aug 2013
Team & coworkers

Colleagues at Capital Group

Other employees you can reach at fpcgllc.com. View company contacts for 20 employees →

GV Gaurang V. Gaurang V. Colleague at Capital GroupNew York City Metropolitan Area, United States View → DD Dimitry Drovniachine Dimitry Drovniachine Colleague at Capital GroupNew York, United States View → ZB Zaki Bouaoudia Zaki Bouaoudia Colleague at Capital GroupNew York, United States View → RS Rory Searing Rory Searing Colleague at Capital GroupNew York, United States View → ZS Zaab Sethna Zaab Sethna Colleague at Capital GroupUnited States View → CA Carmen Andrin Carmen Andrin Colleague at Capital GroupUnited States View → RM R. Michael Clurman, Jr. R. Michael Clurman, Jr. Colleague at Capital GroupNew York, United States View → CP Christina Perez Christina Perez Colleague at Capital GroupNew York, United States View → AK Alexa Kim Alexa Kim Colleague at Capital GroupRichmond, Virginia, United States View → PB Peter Brown Peter Brown Colleague at Capital GroupLondon, England, United Kingdom View →
4 education records

Stefan Chan, Cpa education

B.S, Accounting, Finance

University Of California, Riverside

Activities and Societies: Accounting Society, Phi Beta Lambda, Hockey TeamDeans Honors List, Chancellors Honors List, Cum Laude

Business Economics

Fudan University

Activities and Societies: Foreign Student's Volunteering Association, Camping Club

Education record

Damien High School
FAQ

Frequently asked questions about Stefan Chan, Cpa

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

What company does Stefan Chan, Cpa work for?

Stefan Chan, Cpa works for Capital Group.

What is Stefan Chan, Cpa's role at Capital Group?

Stefan Chan, Cpa is listed as Specialist, Portfolio Strategy Management at Capital Group.

What is Stefan Chan, Cpa's email address?

AeroLeads has found 1 work email signal at @thecapitalgroup.com for Stefan Chan, Cpa at Capital Group.

What is Stefan Chan, Cpa's phone number?

AeroLeads has found 4 phone signal(s) with area code 626, 210, 800 for Stefan Chan, Cpa at Capital Group.

Where is Stefan Chan, Cpa based?

Stefan Chan, Cpa is based in United States while working with Capital Group.

What companies has Stefan Chan, Cpa worked for?

Stefan Chan, Cpa has worked for Capital Group, Capital Group | American Funds, The Walt Disney Company, and Vicenti, Lloyd & Stutzman Llp.

Who are Stefan Chan, Cpa's colleagues at Capital Group?

Stefan Chan, Cpa's colleagues at Capital Group include Gaurang V., Dimitry Drovniachine, Zaki Bouaoudia, Rory Searing, and Zaab Sethna.

How can I contact Stefan Chan, Cpa?

You can use AeroLeads to view verified contact signals for Stefan Chan, Cpa at Capital Group, including work email, phone, and LinkedIn data when available.

What schools did Stefan Chan, Cpa attend?

Stefan Chan, Cpa holds B.S, Accounting, Finance from University Of California, Riverside.

What skills is Stefan Chan, Cpa known for?

Stefan Chan, Cpa is listed with skills including Accounting, Internal Controls, Auditing, Financial Analysis, Financial Reporting, Cpa, Financial Accounting, and Gaap.

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