The Editor

by on March 9, 2012



 

 

 

Vivian Y. Chen, CFA

I currently serve as Portfolio Manager at Marram Investment Management, a firm with a vision to democratize the wealth and investment management industry. Marram aims to maximize capital compounding over time by investing opportunistically in cheap assets (when available), holding cash (when appropriate), and creatively thinking about portfolio construction & management. Marram is available to everyone (not just the super wealthy) via separate accounts, and we don’t charge incentive fees – in essence, Marram offers a luxury investment solution at an affordable price with total transparency.

Prior to working at Marram, for more than half a decade, I was a senior investment professional at a multi-billion private investment office. As one of three professionals making high level investment decisions, my role involved value-oriented public security selection, evaluating external managers (thus meeting with hundreds of fund managers across asset classes and strategies), as well as other opportunistic investments.

Before that, I worked at Morgan Stanley in the Investment Banking Division advising clients on capital raises and mergers and acquisitions. I have also worked in Equity Research at Credit Suisse First Boston, and in Private Wealth Management at Merrill Lynch. I am a graduate of the University of Chicago (Economics) and a Chartered Financial Analyst.

I currently reside in Los Angeles, with my partner-in-crime Brian. Aside from investing and studying the craft, I am an avid traveler, reader, and chef.