Senior Managing Director | Encore Wealth Management
Daisy Chen joined Encore in November of 2012 as an associate and quickly became a key member of the Encore Wealth Management team. She has been responsible for Encore Wealth Management’s day-to-day operations, including high net-worth fund raising for a variety of Encore real estate investment projects, investor relation, and EB-5 projects. Since joining Encore, Ms. Chen has successfully raised almost $10 million in private funds from high net-worth clients.
Prior to joining Encore, Ms. Chen was a senior financial analyst at Trinity Private Equity Group where she oversaw and analyzed the firm’s investment projects, due diligence, and mergers and acquisitions (M&A). Prior to Trinity, she served as a financial service professional at NYLIFE Securities, LLC and managed more than $40 million worth of assets.
In 2003, Ms. Chen graduated from the University of Texas at Arlington with the high honors and received a master’s degree in management information systems. She also holds a CFA charter from the CFA Institute.