We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Our Department of Investment Management & Economic Strategy (DIMES) reports to the Investment Committee with comprehensive investment analysis and vigilant outlook on the global economy.
The department’s core responsibilities are to assist the Investment Committee in monitoring global economic cycles, tracking various asset class/sector trends and providing research on equity and fixed income securities.
Department members hold advanced degrees or designations including Chartered Financial Analyst® (CFA®), Masters of Financial Services, Chartered Alternative Investment Analyst (CAIA), Chartered Mutual Fund Counselor® (CMFC®) and the CERTIFIED FINANCIAL PLANNER™ (CFP®).
SEIA clients benefit from the firm’s ongoing ability to observe, assess and respond to the conditions of a global economy.
- Deron McCoy Chief Investment Officer
- Howard Chen Research Analyst
- Derek Kellman Portfolio Manager
- Jack Chen Junior Portfolio Manager
- Jasmine Yuan Junior Portfolio Manager
- John Rasic Junior Research Analyst