Our team

     Jueji (Trista) Chen


Portfolio Analyst

Bachelor of Business Administration, University of South China
Master of Science in Finance, Concordia University

     

As Portfolio Analyst in our team, Trista performs fundamental research on both emerging markets and ethical equity strategies. She applies her insights to find overlooked aspects of companies that will fit our investment crteria.

After completing a Bachelors of Administration with a major in Accounting at the University of South China in Hunan, she left her native China to pursue a Masters in Finance at the John Molson School of Business of Concordia University.

Trista has been an exemplary student, obtaining two scholarships at the University of South China, as well as three while in Montréal: the Concordia University International Tuition Award of Excellence, the Raymond Décarie Scholarship and the CFA Scholarship.

Trista specialized in corporate social responsibility, which was the topic of her Masters thesis. Consistent with her career objectives, she has been a finance intern for sustainable portfolio research at Sustainable Concordia, a student association. In her spare time, she is a teaching assistant in statistics in her Masters in Finance program as well as a tutor of students with disabilities at Concordia University and at Hit the Book.