Lori Chen – Chairwoman of the Board
Lori Chen is a former corporate executive and has established her career in the financial services industry for over 21 years. She has extensive wealth management experience with some of the top companies in the U.S., including JP Morgan Chase, HSBC, PNC, MetLife, UBS, and Wells Fargo. Her areas of expertise include business development, team recruitment and development, high net worth client management, and comprehensive financial planning. She holds FINRA Series 7, 9, 10 & 66, and completed the Certified Financial Planner curriculum. She is fluent in Mandarin, and conversant in two Chinese dialects.
Lori is very active in the Asian-Ameircan community and serves as chairwoman of the board at National Association of Asian American Professionals NYC Chapter. She co-founded Asian Mosaic Fund Giving Circle as well as the National Association of Asian American Professionals Philadelphia Chapter. In addition, she served on the Board of Asian American Women’s Coalition, American Cancer Society Asian Advisory Committee, and the Community Advisory Council at Fox Chase Cancer Center.
Lori has a Bachelor’s of Science Degree in Marketing from DeSales University and a MBA in Marketing from La Salle University. Born and raised in Taipei, Taiwan, Lori has made NYC her second home.
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