Mr. James Chen This is Me

Education

 View all 13 references Web References

1. 1. Engemann Asset Management

   www.rea-invest.com/managedacco - [Cached]

   Published on: 11/13/2005   Last Visited: 11/13/2005

   Jim Chen, CFA Vice President, Portfolio Manager Sector Expert: Technology
   
   Jim Chen is the portfolio manager for the mid-cap Aggressive Growth Fund. He also directs a team analysts who focus on conducting fundamental research of the Technology sector, including such industries as computer hardware, enterprise software and services, electronic-semiconductors, electronic supply chain, telecommunications / datacommunication equipment and services, and Internet infrastructure. Jim joined the company in 1994, bringing with him several years of experience in the financial services industry. Jim spent two years with Deloitte & Touche in management consulting and business valuation and five years with Wells Fargo Bank in corporate banking and corporate restructuring. Jim earned a B.S. degree in mechanical engineering, an M.S. degree in business administration with an emphasis in investments, and an M.B.A. with an emphasis in finance from the University of Southern California. He has earned the right to use the Chartered Financial Analyst designation and is a member of The Los Angeles Society of Financial Analysts.

2. 2. Phoenix Investment Partners - James Chen

   www.phoenixfunds.com/PublicSit - [Cached]

   Published on: 4/19/2003   Last Visited: 4/19/2003

   Jim Chen, CFA Phoenix Investment Partners - James Chen
   ...
   James Chen, CFA
   
   Portfolio Manager, Vice President Roger Engemann & Associates, Inc.
   
   Jim Chen is the portfolio manager for the mid-cap Phoenix-Engemann Aggressive Growth Fund. He also directs a team analysts who focus on conducting fundamental research of the technology sector, including such industries as computer hardware, enterprise software and services, electronic-semiconductors, electronic supply chain, telecommunications/datacommunication equipment and services, and Internet infrastructure. Jim joined the company in 1994, bringing with him several years of experience in the financial services industry. Jim spent two years with Deloitte & Touche in management consulting and business valuation and five years with Wells Fargo Bank in corporate banking and corporate restructuring.
   
   Jim earned a B.S. degree in mechanical engineering, an M.S. degree in business administration with an emphasis in investments, and an M.B.A. with an emphasis in finance from the University of Southern California. He has earned the right to use the Chartered Financial Analyst designation and is a member of The Los Angeles Society of Financial Analysts.

3. 3. Phoenix Investment Partners - James Chen

   www.phoenix-investments.com/Pu - [Cached]

   Published on: 9/20/2003   Last Visited: 9/20/2003

   Jim Chen, CFA - Vice President, Portfolio Manager
   ...
   James Chen, CFA
   
   Portfolio Manager, Vice President Roger Engemann & Associates, Inc.
   
   Jim Chen is the portfolio manager for the mid-cap Phoenix-Engemann Aggressive Growth Fund. He also directs a team of analysts who focus on conducting fundamental research of the technology sector, including such industries as computer hardware, enterprise software and services, electronic-semiconductors, electronic supply chain, telecommunications/datacommunication equipment and services, and internet infrastructure. Jim joined the Engemann organization in 1994, bringing with him several years of experience in the financial services industry. Jim spent two years with Deloitte & Touche in management consulting and business valuation and five years with Wells Fargo Bank in corporate banking and corporate restructuring.
   
   Jim earned a B.S. degree in mechanical engineering, a M.S. degree in business administration with an emphasis in investments, and a M.B.A. with an emphasis in finance from the University of Southern California. He has earned the right to use the Chartered Financial Analyst designation and is a member of The Los Angeles Society of Financial Analysts.