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Shu Chin Li
Director of Research - Equity at Towneley Capital Management, Inc.
Profile
Ms. Shu Chin Li, CFA MBA, is Portfolio Strategist & Director of Research at Towneley Capital Management, Inc. She is Towneley’s specialist in international equity analysis and quantitative global asset allocation strategy development.
Acting initially as research consultant to Towneley Capital, Ms. Li joined the Towneley team in 2002.
Her background includes international banking and experience in currency trading and risk management for Taiwanese firms.
She later served as research analyst in emerging markets equities for Newgate LLP.
Ms. Li earned her M.S.
in statistics at the University of Toronto followed by an M.B.A.
in finance and international business at Stern School of New York University.
She holds the Chartered Financial Analyst designation.
Shu Chin Li active positions
Companies | Position | Start |
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Towneley Capital Management, Inc.
![]() Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Director of Research - Equity | 31/12/2001 |
Training of Shu Chin Li
University of Toronto | Graduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
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Private companies | 1 |
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Towneley Capital Management, Inc.
![]() Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Finance |
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