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About
Hanhan Chen is an Investment Associate at Destination Wealth Management in California, where he has served since November 2015. In this role, he supports a range of wealth management activities, contributing to investment strategy development and portfolio analysis for high net worth individuals. His responsibilities likely include conducting research, assisting in portfolio construction, and supporting financial planning efforts tailored to client needs.
Prior to joining Destination Wealth Management, Hanhan held the position of Profitability Analyst and Assistant Vice President at Bank of the West from 2013 to 2015, where he focused on financial analysis to improve profitability and operational efficiency. Before that, he was a Valuation Associate at PwC, gaining hands-on experience in asset valuation and corporate finance. Taken together, these roles demonstrate his strong analytical skills and background in financial modeling and valuation across banking and advisory settings.
Hanhan holds a Master in Finance from Tulane University and a Bachelor of Art in Economics from Peking University, School of Economics. His expertise spans portfolio analysis, asset valuation, and financial planning, with a particular focus on asset allocation and portfolio management for affluent clients. Hanhan’s cross-sector experience and advanced finance credentials position him as a valuable contributor to the investment management sector at Destination Wealth Management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Destination Wealth Management | Investment Associate | Nov 2015 to Present | — |
| Bank of the West | Profitability Analyst, Assistant Vice President | Jul 2013 to Oct 2015 | — |
| PwC | Valuation Associate | Aug 2011 to Jul 2013 | Creating financial models based on business issues or transaction being analyzed using the DCF method, guideline public company or transaction method, or option pricing methods; Valuing companies; eva... |
| Baochuan Capital Management/ Alphashares, LLC | Research Analyst | Oct 2010 to Jul 2011 | Maintained and monitored portfolio valuation by updating security prices and various ratios. Proposed investment ideas to supervisor and conduct comprehensive investment analysis for each company. Cre... |
| Laitram | Business Analyst | Jun 2009 to Mar 2010 | Analyzed large volume of test data with various statistic approaches using Stata, Matlab and Excel; Conduct market research, profit margin analysis and built business model for promoting company produ... |
| Burkenroad Reports | Equity Analyst | Jan 2009 to Jun 2009 | Interviewed top management, visited company sites, and published an investment research report about a REIT company, Parkway Properties Inc. (NYSE: PKY) Produced cash flow, revenue, valuation models a... |
| Darwin Fenner Fund | Fund Manager | Aug 2008 to Jun 2009 | Managed a portfolio of stocks following value investment principle with the target of beating the benchmark. Developed a critical thinking process and proprietary investment models based on academic r... |
| Citi Bank | Financial Analyst Intern | Jan 2008 to Jun 2008 | Accomplished financial statement analysis and valuation process in Excel Spreadsheet. Prepared reports and presentations Powerpoint about industry and market analysis for M&A project. Designed new fin... |
| The People's Bank of China | Research Assistant Intern | Feb 2006 to Jul 2006 | Built econometric models and forecast industry data following economic theories and statistical approaches. Wrote a report about China's macroeconomic condition and trend of year 2007. Proposed to off... |
Education
Tulane University
Master, Finance
2008 — 2009
Peking University, School of Economics
Bachelor of Art, Economics; International Economics & Trade
2004 — 2008
Skills & Expertise
Others at Destination Wealth Management (2)
| Name | Role | Location |
|---|---|---|
 | Senior Portfolio Analyst and Team Lead | CA , United States |
J Jordan Wesley | Senior Trader | Walnut Creek, CA , United States |
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|---|---|---|---|
 | Partner | Capital Performance Advisors LLP | Walnut Creek, CA , United States |
B Brian Gemmer | Principal and Portfolio Manager | Gemmer Asset Management LLC | Danville, CA , United States |
M Michael Mischler | Associate Partner and Portfolio Manager | Gemmer Asset Management LLC | Walnut Creek, CA , United States |
