William Chen
Associate Analyst Equity Research at Manning & Napier Advisors LLC
About
William Chen is an Associate Analyst in Equity Research at Manning & Napier, based in Potomac, MD. He brings experience from previous roles in investment research and equity analysis, with a focus on financial services and related sectors. His background includes internships and leadership positions in investment funds and university foundations, and he holds a Bachelor of Science in Finance from the University of Maryland. His professional profile is verified through multiple sources, confirming his current role and career trajectory at Manning & Napier.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Manning & Napier | Associate Analyst Equity Research | Jul 2023 to Present | — |
| University System of Maryland Foundation | Investment Research Analyst Intern | Oct 2021 to Dec 2023 | — |
| Smith Investment Fund | Equity Research Analyst and Executive | Sep 2019 to Dec 2023 | — |
| Frontier Financial Partners, LLC | Real Estate Investing | Sep 2020 to Sep 2021 | — |
| EGFIE LLC | Sales And Marketing Intern | Jun 2017 to Aug 2017 | — |
Education
University of Maryland
Bachelor of Science - BS, Finance
2019 — 2023
Winston Churchill High School
High School Diploma
2015 — 2019
Others at Manning & Napier Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
C Christian Andreach | Co-Head of Global Equities and Portfolio Manager | Chattanooga, TN , United States |
 | Senior Trader | Bozeman, MT , United States |
 | Portfolio Strategist | Rochester, NY , United States |
S Sahil Bhatia | Investment Analyst - Healthcare | Saint Petersburg, FL , United States |
 | Senior Analyst | NY , United States |
B Brian DiMarzo | Senior Trader | NY , United States |
 | Trader | Rochester, NY , United States |
 | Equity Research Analyst | United States |
 | Senior Equity Research Analyst - Capital Goods and Materials Group | Rochester, NY , United States |
 | Research Analyst | Boston, MA , United States |