About
Shirley Chen is an ESG Investment Analyst at Coho Partners, Ltd. in Philadelphia, PA, where she works closely with the investment team to identify and evaluate material environmental, social, and governance (ESG) drivers and risks in portfolio construction. In her current role since September 2021, she leverages ESG research to inform the firm’s investment process and contributes to ESG integration strategies relevant to public equities and institutional investment mandates.
Her sector coverage as an ESG analyst spans a broad range of industries, with a particular focus on companies’ sustainability practices and governance structures to ensure alignment with long-term value creation and risk mitigation. While specific asset classes or sectors are not detailed in publicly available records, Coho Partners' core investment universe centers on domestic public equities, suggesting her analysis predominantly supports US equity strategies.
Shirley holds dual degrees in Business Administration (Finance) and Mathematics from Drexel University, complemented by further studies at The University of Hong Kong, University of York, and Seoul National University. She adds to Coho Partners her experience from previous financial roles and her academic strength in quantitative analysis, enhancing the firm’s ESG research capabilities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Coho Partners, Ltd. | ESG Investment Analyst | Sep 2021 to Present | Focus on ESG (environmental, social, and governance) research coverage within Coho’s investable universe |
| Gamma Int'l Bank / Gamma Asset Management / Gamma Securities | Unknown to Present | — |
Education
Drexel University
Bachelor of Science in Business Administration - BSBA, Finance, General
2015 — 2020
Drexel University
Bachelor of Arts - BA, Mathematics
2015 — 2020
The University of Hong Kong
University of York
Seoul National University
Others at Coho Partners, LTD. (6)
| Name | Role | Location |
|---|---|---|
A Andrew Hanna | Partner, Portfolio Manager and Investment Analyst | Philadelphia, PA , United States |
| Partner and Trader | Philadelphia, PA , United States | |
R Rick Wayne | Partner-Portfolio Manager and Strategy | Bryn Mawr, PA , United States |
| Portfolio Manager and Analyst | Berwyn, PA , United States | |
A Anne Madden | Equity Trader | Cherry Hill, NJ , United States |
| Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd. | Caldwell, NJ , United States |