Mary Chen BS'92, '01BUS
Mary Chen BS'92, '01BUS is a Managing Director and Senior Banker in the Global Families
Group at J.P. Morgan. The Global Families Group serves J.P. Morgan’s most
sophisticated international and multi-jurisdictional clients from New York. Ms.
Chen leads a team of professionals advising clients who are predominantly
based in Asia on a variety of matters – including asset allocation and investment
portfolio construction, capital and liquidity strategies, and wealth transfer
opportunities and implementation.
Ms. Chen also spent 9 years as Head of Investors for the China team at J.P.
Morgan Private Bank in Hong Kong. She was responsible for providing wealth
management services for clients with investments across equities, fixed income,
currencies/commodities and alternative assets.
Ms. Chen started her career as a Quantitative Equity Analyst for Salomon
Brothers in 1992. She then worked as an Equity Portfolio Manager for U.S.
Trust for eight years. In 2003, Ms. Chen moved to Hong Kong and started her
private banking career with Citibank Private Bank as an Investment
Counselor. Prior to joining J. P. Morgan, Ms. Chen was an investment advisor
servicing the Key Client Group at UBS Private Bank in Hong Kong, working
with a selected group of clients around the globe by providing tailor-made
investment solutions.
Ms. Chen holds a M.B.A. from Columbia University, a B.A. in Physics from
Occidental College and a B.S. in Industrial Engineering from Columbia
University.