About
Robin Chan is a Trading Supervisor at Avidian Wealth Solutions in Houston, TX, with a career spanning over 15 years in investment management, trading, and client services. He holds a B.A. in Economics from The University of Texas and is a Chartered Financial Analyst (CFA®). His experience includes roles at Stark Capital Management and Invesco, focusing on trading, operations, and research. Robin is recognized for his expertise in portfolio management, risk management, and investment strategies, contributing to the firm's fiduciary commitment to clients. His LinkedIn profile is https://www.linkedin.com/in/robin-chan-cfa-48868ab7.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Avidian Wealth Solutions | Trading Supervisor | Mar 2019 to Present | — |
| Stark Capital Management | Trading, Operations, and Research Services Representative | Apr 2016 to Feb 2019 | - Executes trades including equities, fixed income, alternatives and options for both institutional and retail clients. - Aggregates, archives, and disseminates research reports on stocks and sectors ... |
| Invesco | Senior Client Services Representative | Oct 2007 to Apr 2015 | Assists brokers, custodians and individual clients with transactions, research and inquiries regarding Invesco mutual funds. Works with the Dealer Services, Retirement, Tax and Legal deprtments to res... |
| Invesco | Global Performance Measurement and Risk Representative | Nov 2013 to Apr 2014 | Assisted the Global Performance Measurement and Risk Team with the transition from Statpro to the Eagle financial analysis and reporting software system. Multiple software packages used in various co... |
Education
The University of Texas
B.A, Economics
2003 — 2007
Others at Avidian Wealth Solutions, LLC (6)
| Name | Role | Location |
|---|---|---|
A Andrei Costas | Senior Investment Analyst | Houston, TX , United States |
 | Partner | Houston, TX , United States |
 | Managing Partner | Austin, TX , United States |
 | Senior Portfolio Manager | Houston, TX , United States |
J Jake Borbidge | Chief Investment Officer | Houston, TX , United States |
N Nan Lu | Senior Portfolio Manager | Houston, TX , United States |
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 | Portfolio Management and Trading | Corda Investment Management, LLC. | Houston, TX , United States |
 | Portfolio Manager | Corda Investment Management, LLC. | Houston, TX , United States |
S Scot Johnson | Principal and Chief Investment Officer | Adell Harriman & Carpenter Inc. | Houston, TX , United States |
S Steve Adell | Principal | Adell Harriman & Carpenter Inc. | Houston, TX , United States |
