Cassie Chew

Cassie Chew started their work experience at Morningstar in 2014 as a Product Consultant/Team Lead. Cassie provided guidance to financial advisors on the use of Morningstar Office. Afterward, they became a Business Analyst, where they supported the Morningstar Retirement Manager service. Later, they took on the role of Associate Product Manager, acting as the product owner in an agile scrum team. In 2017, Cassie joined Cappex as an Associate Product Manager before being promoted to Product Manager and eventually Senior Product Manager. In 2020, they moved on to Provi, starting as a Product Manager before advancing to Senior and Lead Product Manager.

Cassie Chew obtained a Bachelor of Science (B.S.) degree in Economics, Psychology, and Business from the University of Pittsburgh, where they attended from 2010 to 2014. Cassie has additional certifications including Certified Scrum Product Owner and Certified ScrumMaster from Scrum Alliance, which they obtained in April 2016, and the Claritas Investment Certificate from the CFA Institute, which they obtained in November 2015.