Lori Chen – Chairman of the Board

Lori Chen – Chairman of the Board

Lori Chen has been in financial services industry for over 13 years. She recently relocated to NY and serves as Vice President, Private Client Advisor at JPMorgan. She started her career as Financial Advisor with UBS Financial Services Inc. She spent 7 years as Financial Planner and Managing Associate with Creative Financial Group, a boutique firm focuses on estate planning and business succession planning. Her bank channel experience includes Branch Financial Advisor at PNC Bank, and Premier Relationship Advisor at HSBC Bank. She holds Series 7 & 66, and completed Certified Financial Planner curriculum. She is fluent in Mandarin, and conversant with 3 Chinese dialects.
Lori has a Bachelor’s of Science Degree in Marketing from DeSales University and a Master’s of Business Administration Degree in Marketing from La Salle University. Prior to relocating to New York City, she devotes tremendous amount of energy to non-profit organizations in the Greater Philadelphia area. She is on the Advisory Board of the Asian American Women’s Coalition, promoting the advancement of Asian American women through leadership and mutual support. In addition, she is on the Asian advisory committee of the American Cancer Society (PA Division Southeast Region), and a member of the Community Advisory Council at Fox Chase Cancer Center. Lastly, and she co-founded Asian Mosaic Fund Giving Circle in 2010.  Born and raised in Taipei, Taiwan, Lori moved to the US in 1995.

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