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James Chan

Consulting Group Analyst at Morgan Stanley

James Chan, CFA, CAIA, is a well-educated professional with a Bachelor of Science in Business Administration from the University of California, Riverside.

With a diverse background in the financial industry, James has served in various roles at reputable organizations such as Morgan Stanley, Grandway Asset Management, UBS Financial Services Inc., and Smith Barney.

He has extensive experience as a Consulting Group Analyst, Investment Operations Manager, Registered Client Service Associate, and Client Service Associate, showcasing his versatility and expertise in finance.

Highlights

Advisory Board - CFA Society Hong Kong | CFA Institute, CFA Exam

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James Chan
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Location

Pasadena, California, United States