Investment Specialists
Orton Chen, CFA®
Executive Director
Private Client CIO, Portfolio Manager
Background
Orton Chen, CFA®, Executive Director, joined SCM in 2021 and has investment experience since 1998. Ort is the Chief Investment Officer for SCM's Private Client Group. Prior to joining SCM, 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. His earlier investment experience also includes research analyst roles at Ladenburg Thalmann, Redchip Research, Salomon Smith Barney, Wasserstein Perella Securities, and PaineWebber. Ort received his B.A. in Economics with concentrations in Finance and Accounting from Rutgers College and his M.B.A. in Finance from the Rutgers Graduate School of Management. He holds the Chartered Financial Analyst® designation.
Area of Focus
- Private Client
- Portfolio Manager
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 & Professional Licenses
- CFA Institute
- CFA Society North Carolina
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