Meet Orton Chen, Chief Investment Officer for Sterling Capital's Private Client Group

Sterling Capital is pleased to share this closer look at Orton Chen, Executive Director. Orton joined the firm in 2021 and has investment experience since 1998. He is the Chief Investment Officer for Sterling Capital'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.

Ort’s professional experience and advice, and the one rule he would make if he could:

• Q: What do you love most about working at Sterling?
• A: No question in my mind about this, it’s the people. The people at Sterling are not only smart and capable, but they are also fun to be around and approachable. Since joining Sterling, a good number of my coworkers have also become my friends outside of the workplace.
  
  
• Q: What parts of your job at Sterling do you find most interesting?
• A: I would say that researching and analyzing investments is the most interesting part of my job. In analyzing equities, I’m always learning. Sometimes, I’m learning about companies that I am not familiar with. Other times, I’m learning about new, developing markets such as artificial intelligence or the anti-obesity drug market. There’s always something new to learn and that makes my job perpetually interesting and intellectually challenging.
  
  
• Q: If you could make one rule that everyone had to follow, what rule would you make and why?
• A: The rule that I would make is that everyone would be required to pay it forward for an entire year. More specifically, every person would be required to do something kind for someone after someone else has done something kind for that person. Most of us have been the beneficiaries of someone else’s generosity and kindness. In my experience, that generosity and kindness can be contagious. If everyone were required to pay it forward for a year, there would likely be a ripple effect that could be profound and long-lasting.
  
  

It’s great to have you on our team, Orton! Thank you for everything you do, and for sharing with us.