Alan Chung, Cfa
About Alan Chung, Cfa
Alan Chung, CFA, is a Client Portfolio Manager at Dodge & Cox in San Francisco with over a decade of experience in the investment management industry.
Current Role at Dodge & Cox
Alan Chung is currently serving as a Client Portfolio Manager at Dodge & Cox in San Francisco, California. In this role, he focuses on client portfolio management and specializes in long-term investment strategies. His responsibilities involve managing client relationships and overseeing investment portfolios to meet client objectives.
Previous Experience at Hahn Capital Management
Prior to rejoining Dodge & Cox, Alan Chung worked at Hahn Capital Management as a Senior Analyst for nine years, from 2013 to 2022. Based in San Francisco, California, he gained substantial experience in equity and fixed income research during his tenure.
Educational Background
Alan Chung holds an MBA from The Wharton School, one of the leading business schools in the world. He also earned a Bachelor of Science degree in Business Administration from the University of California, Berkeley, Haas School of Business. Through these programs, he developed a solid foundation in finance and investment management.
Chartered Financial Analyst (CFA) Designation
Alan Chung has earned the Chartered Financial Analyst (CFA) designation, a globally recognized credential in the investment management industry. This designation emphasizes his expertise in investment analysis and portfolio management.
Industry Experience and Roles
With over a decade of experience in the investment management industry, Alan Chung has held various roles that contributed to his deep understanding of the field. He was a Summer Analyst at Causeway Capital Management in Los Angeles in 2012 and worked as a Research Associate at Dodge & Cox from 2008 to 2011. Alan also returned to Dodge & Cox in 2022, further solidifying his commitment and expertise in managing client portfolios.