Shukai Chen

Charles Chen is a skilled finance professional with extensive experience in consulting and financial analysis. Currently serving as a Consultant at Equity Methods since August 2022, Charles manages SBC reporting advisory for six Fortune 500 clients, providing insights on expenses and forecasting. Previous roles include Research Analyst at MARV Capital, where contributions supported the foundation of a Fintech start-up, and Analyst at Meliora Fund, focusing on equity research and financial modeling. Charles has also held positions as a Teaching Assistant at the University of Rochester, Equity Research Intern at Essence Securities, and Audit Intern at PwC, showcasing a strong background in financial reporting, analysis, and education. Charles holds a Master of Science in Finance from the University of Rochester and additional degrees from Shanghai Advanced Institute of Finance and Shanghai University of Finance and Economics.