Orton Chen, CFA®

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Background

Orton Chen, CFA®, Executive Director, joined Sterling Capital Management in 2021 and has investment experience since 1998. Ort is the chief investment officer for Sterling’s Private Client Group. Prior to joining Sterling, Ort ran a Long-Short Climate Opportunities strategy for Social Capital. His prior portfolio management experience includes International Small Cap Equity at Wedge Capital, Global Long/Short Equity at Al Dhabi Investment in the UAE, and International/Global Equity at Pinnacle Associates.

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Area of Focus

Private Client

Previous Experience

Social Capital
Wedge Capital
Al Dhabi Investment
Pinnacle Associates

Education

B.A. Rutgers College
M.B.A. Rutgers Graduate School of Management

Affiliations and Professional Licenses

CFA Institute
CFA Society North Carolina

Orton Chen

Orton Chen, CFA®

Executive Director

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