Oliver Chen, CFA

Oliver Chen, CFA is a prominent figure in the retail and luxury goods industry with extensive experience on Wall Street and in academia. Here are key details about his background and current roles:

Professional Experience

Oliver Chen currently holds several significant positions:

• Managing Director at Cowen and Company: He serves as the Retail, Luxury, and New Platforms Sector Head, where he has been since October 2014.1
• Adjunct Professor at Columbia Business School: Chen teaches a course he designed called "New Frontiers in Retailing" in the marketing department.12

Career History

Chen has a distinguished career in equity research and financial analysis:

• Previously worked at Citigroup Investment Research in various roles, including Senior Retailing/Specialty Stores Analyst and Luxury & Accessory Equity Research Analyst.1
• Held positions at UBS Investment Bank and JPMorgan earlier in his career.1

Education

Oliver Chen has a strong educational background:

• MBA from the University of Pennsylvania's Wharton School.1
• BSBA from Georgetown University.1
• Completed executive education programs at Stanford University Graduate School of Business and MIT.1

Achievements and Recognition

• Named to Wharton School's 40 Under 40 list in December 2019.1
• Recognized as one of the Outstanding 50 Asian Americans in Business in 2023 by the Asian American Business Development Center.1

Expertise and Influence

Oliver Chen is known for his:

• Deep understanding of consumer behavior and retail trends.2
• Ability to forecast technological changes impacting the retail space.3
• Thought leadership in retail and luxury goods sectors.3

His unique combination of Wall Street experience and academic involvement makes him a valuable voice in both the financial and educational realms of retail and luxury goods.