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Shirley Chen

ESG Investment Analyst at Coho Partners, LTD.

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Coho Partners, Ltd.ESG Investment AnalystSep 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 SecuritiesUnknown 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)

NameRoleLocation
A
Andrew Hanna
Partner, Portfolio Manager and Investment AnalystPhiladelphia, PA , United States
James Klinger
James Klinger
Partner and TraderPhiladelphia, PA , United States
R
Rick Wayne
Partner-Portfolio Manager and StrategyBryn Mawr, PA , United States
Ruairi O'Neill
Ruairi O'Neill
Portfolio Manager and AnalystBerwyn, PA , United States
A
Anne Madden
Equity TraderCherry Hill, NJ , United States
Evan Carpenter
Evan Carpenter
Partner, Portfolio Manager and Investment Analyst at Coho Partners, Ltd.Caldwell, NJ , United States