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Orton Chen, CFA®


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.

View glossary of designations here

Area of Focus

  • Private Client

Previous Experience

  • Social Capital
  • Wedge Capital
  • Al Dhabi Investment
  • Pinnacle Associates


  • 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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Investment advisory services are available through Sterling Capital Management LLC, an investment adviser registered with the U.S. Securities & Exchange Commission (CRD# 135405) and an independently-operated subsidiary of Truist Financial Corporation. Sterling Capital Management LLC manages customized investment portfolios, provides asset allocation analysis and offers other investment-related services to affluent individuals and businesses. Securities and other investments held in investment management or investment advisory accounts at Sterling Capital Management LLC are not deposits or other obligations of Truist Financial Corporation, Truist Bank or any affiliate, are not guaranteed by Truist Bank or any other bank, are not insured by the FDIC or any other federal government agency, and are subject to investment risk, including possible loss of principal invested.