Zheng Chen (Steven)

Zheng Chen (Steven) is an experienced investment analyst with a strong background in financial analysis and portfolio management. Currently employed at Dragon Gate Investment Partners since July 2017, Zheng specializes in data analysis using R and Python, enhancing financial presentations, and conducting thorough fund research. Prior roles include working as a financial advisor associate at Transamerica, where assistance was provided in crafting comprehensive financial plans, and as a portfolio analyst intern at MZ Capital Management, where performance analysis of multiple asset classes was conducted. Earlier experiences at Haitong Securities and Ping An Bank involved stock valuation modeling and financial report automation, respectively. Zheng holds a Master’s Degree in mathematics finance from The George Washington University and a Master of Science in Engineering/Industrial Management from Penn State University, complemented by a Bachelor's degree in Civil Engineering from Shenzhen University.