Howard Chen
About Howard Chen
Howard Chen serves as the Director of Investment Services at Signature Estate & Investment Advisors, LLC, where he has worked since 2017. He holds multiple financial designations and has a background in Economics and Global Studies from the University of California, Los Angeles.
Work at Signature Estate & Investment Advisors
Howard Chen has been with Signature Estate & Investment Advisors, LLC since 2012. He currently serves as the Director of Investment Services, a position he has held since 2017. In this role, he oversees investment strategies and client portfolios. Prior to becoming Director, he worked as a Portfolio Administrator for 12 years and as an Operations & New Business Specialist for 10 months in 2011. He also gained experience as a Trading Department Intern from 2009 to 2010.
Education and Expertise
Howard Chen studied at the University of California, Los Angeles, where he earned a Bachelor's Degree in Economics, Global Studies, and Chinese from 2006 to 2010. He completed his high school education at Glen A. Wilson High School. His academic background provides a solid foundation for his work in investment services.
Professional Designations
Howard Chen holds several professional designations that enhance his expertise in the financial industry. He is a Chartered Mutual Fund Counselor (CMFC), a Chartered Financial Analyst (CFA), and an Accredited Investment Fiduciary (AIF). These designations reflect his commitment to professional development and adherence to industry standards.
Background
Howard Chen has over a decade of experience in the investment services sector, primarily at Signature Estate & Investment Advisors, LLC. His career began with internships and progressed to various roles within the company, allowing him to develop a comprehensive understanding of investment management and client service.