Staff Profiles

Jiwen Chen
ALM Specialist

Jiwen Chen joined ALM First Financial Advisors, LLC, in 2004 and is currently responsible for asset/liability analysis for credit unions. He also performs various “what-if” analyses to fit the individual needs of our clients.

Prior to joining ALM First, Mr. Chen spent three years as a financial analyst at Ximco, a Hong Kong financial consulting firm with major operations in mainland China.

Mr. Chen holds a master’s degree in investment and corporate finance from the Mendoza College of Businesses, University of Notre Dame, where he graduated with honors. His study was concentrated on investment analysis with an emphasis on portfolio management. He earned a bachelors degree in finance at Shanghai Jiao Tong University in 1997. He also holds the Chartered Financial Analyst (CFA) designation.

Back to Profiles