Ronald Chen

Ronald Chen has over 30 years of experience in the investment industry. Ronald started their career as a Research Analyst at Key Trust Company, where they conducted fundamental research and participated in regular calls with technical analysts. After working at Key Trust Company for two years, they joined the New York State Common Retirement Fund as a Special Investment Officer. In this role, they were responsible for managing a portfolio of external equities with multiple managers and mandates, as well as serving as an equity trader for internally managed index funds. Ronald Chen then joined The Rockefeller Foundation as a Managing Director, where they managed a traditional marketables portfolio consisting of developed equities, emerging markets, fixed income, and a portable alpha program. Ronald'sresponsibilities included structuring the portfolio, selecting and monitoring managers, and assessing risk and return characteristics.

Ronald Chen obtained a Bachelor of Arts degree in Economics from Syracuse University - Maxwell School, where they attended from 1981 to 1985. Following their undergraduate studies, Ronald pursued a Master of Business Administration (M.B.A.) degree in Finance from Syracuse University - Martin J. Whitman School of Management, completed between 1985 and 1987.

In terms of additional certifications, Ronald obtained the Series 3 certification from the Financial Industry Regulatory Authority (FINRA) in February 2017. Ronald also acquired the Series 66 certification from FINRA in January 2017. While Ronald's education history provides no specific information about the Chartered Financial Analyst (CFA) certification, it does not state that they obtained it or provide any details regarding the month and year of acquisition.