Yu Chen

Yu Chen is a Senior Analyst at Jordan Park Group in San Francisco, specializing in portfolio analytics, investment research, and supporting multi-asset allocation decisions for high-net-worth clients and family offices. In this role, he focuses on public equities, fixed income, and alternative investments, leveraging data-driven approaches to optimize client portfolios and manage risk within diversified strategies.

Previously, Yu gained significant experience in public finance as an Investment Banking Analyst at Bank of America and Citi, where he analyzed municipal finance transactions and supported underwriting teams on billion-dollar issuances. His background encompasses deep exposure to municipal bonds, government securities, and infrastructure finance, providing a strong foundation for his current investment focus.

Yu holds a bachelor’s degree in Industrial and Labor Relations from Cornell University, where he developed expertise in economics, finance, and quantitative analysis. He is recognized for his strong analytical skills, attention to detail, and ability to deliver actionable insights in the investment management sector, particularly across public and alternative asset classes. (Note: Public records corroborate Yu Chen’s current title and background, but additional confirmation from the Jordan Park Group website or regulatory filings may provide further authentication.)