You're signed outSign in or to get full access.
About
Wen Gao is an ETF Trading Analyst at Alpha Architect, based in Philadelphia, PA, where she plays a key role in supporting portfolio management operations and data processing for the firm's quantitative investment strategies. Her responsibilities include ETF trading, trade execution, and assisting with the development and maintenance of investment algorithms and workflows, particularly in the equities and exchange-traded funds (ETF) sectors.
Gao's investment focus is centered on quantitative equity strategies and ETF portfolio management, leveraging data analytics to enhance trading efficiency and portfolio construction. In her current and previous roles, including her involvement at ETF Architect as a Junior Portfolio Manager, she has honed expertise in data-driven trading, with an emphasis on equities and multi-asset ETF structures.
Previously, Wen Gao served as a Business Analyst at QVC, analyzing business performance and supporting strategic financial operations. She holds dual master’s degrees in Business Analytics and Finance from Drexel University's LeBow College of Business, as well as a BSE in Electrical Engineering from Shanghai University of Electric Power. Gao’s multidisciplinary background and advanced analytical skills have allowed her to make significant contributions in improving portfolio analytics and operational efficiencies within the ETF and investment management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Alpha Architect | ETF Trading Analyst | Nov 2023 to Present | — |
| ETF Architect | Unknown to Present | — | |
| QVC | Business Analyst, BP and A | Aug 2020 to Jun 2023 | • Utilized quantitative analysis to provide monthly financial forecast and analysis for P&L lines based on key metrics and operating trend analysis • Create & automate an event recap model to capture ... |
| PharmaACE | Bio-Pharma Business Analyst | Feb 2020 to Aug 2020 | • Built predictive models to provide long-term and short-term worldwide revenue forecasting for immunology drugs • Provided commercial analysis based on market launch scenarios and competitor insights... |
| DLL | Global Analytics Intern | Jun 2019 to Sep 2019 | • Conducted research on Support Vector (SVM) and Gradient Boost (GBM) machine learning algorithms;provided content for the manager’s conference presentation on predicting mortgage default rate • Analy... |
| Econsult Solutions | Research Analyst Intern | Jun 2018 to Sep 2018 | • Conducted market research for real estate development projects in select census tracts;analyzed research data and provided content for the client report • Cleaned data obtained from realtors and vis... |
Education
Drexel University's LeBow College of Business
Master of science in Business Analytics
2018 — 2019
Drexel University's LeBow College of Business
Master of Science - MS, Finance, General
2017 — 2019
Shanghai University of Electric Power
Bachelor’s Degree, BSE, Electrical Engineering
2009 — 2013
Others at Empirical Finance, LLC (3)
| Name | Role | Location |
|---|---|---|
R Richard Shaner | Portfolio Manager | PA , United States |
| Portfolio Manager | Philadelphia, PA , United States | |
| Portfolio Manager | Philadelphia, PA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
G Gerard Mihalick | Partner and Portfolio Manager | Berkshire Asset Management Llc/pa | Scranton, PA , United States |
| Partner | Berkshire Asset Management Llc/pa | Wilkes-Barre, PA , United States | |
W William Henderson | Chief Investment Officer | Valley National Advisers Inc. | Wayne, PA , United States |