Henry Chien, CFA

Henry Chien, CFA, is a seasoned professional with a rich background in finance, specifically with 10 years of experience on Wall Street.

During his tenure in equity research, Henry had the privilege of learning from renowned analysts like Jeff Silber and Jim Valentine, gaining valuable insights into the industry.

As part of the top-ranked equity analyst team for the Education sector, Henry and his colleagues at BMO Capital Markets received accolades and awards for their exceptional performance, including Best earnings estimates and Best stock-picker titles.

His expertise and dedication were also recognized internally, where he was consistently ranked #1, showcasing his commitment to excellence.

Henry's impact extended beyond his workplace, as his recommendations, particularly on a stock like MSCI, significantly benefited investors, including top names like JP Morgan, Point72, Citadel, and Bank of Montreal.

Prior to his role at BMO, Henry kickstarted his career as the youngest analyst at TABB Group, gaining experience in thought-leadership research and developing strategic insights in the capital markets space.

His contributions to the field have been widely acknowledged, with his research being quoted in reputable publications such as the Financial Times, Institutional Investor, and Barron's.

Henry's passion for sharing knowledge led him to publish a comprehensive book titled 'Better Investment Decisions: Guide to Fundamental Stock Investing,' catering to individual investors seeking to enhance their understanding of fundamental investing.

Currently, Henry undertakes the role of teaching and designing the Stock Investor Accelerator program, a unique offering from a Wall Street analyst focused on empowering individuals to make informed stock investment decisions using a fundamental approach.

Complementing his professional journey, Henry pursued his education in Ethics and Political Philosophy at Brown University and also studied at West Island School.

Henry Chien's dedication to financial education and empowering investors is evident in his initiatives and teachings, making him a valuable resource in the realm of stock analysis and investment strategies.