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Jia Huang Chappell, CFA
Portfolio Manager
Jia Chappell is a highly educated and experienced investment associate with an impressive background in finance and economics. She has studied both internationally and domestically, earning a Bachelor of Arts in Economics and International Studies from Yale University and a Master of Business Administration (MBA) from Stanford University Graduate School of Business.
Chappell has held various positions throughout her career, including serving as an Investment Associate at Hillspire, LLC, an Analyst at Soros Fund Management, an Analyst in the Investment Banking Division (FIG) at Goldman Sachs, and a Vice President at Hall Capital Partners LLC. Additionally, she has held internships with UBS Investment Bank and Goldman Sachs, where she gained valuable experience in investment banking.
Chappell’s expertise includes investment analysis, finance, economics, and investment banking. Her skill set includes financial modeling, research, and analysis, strategic planning, and management. She is interested in exploring finance and economics, as well as mentoring women in finance and advancing diversity in the field.
