Shu Chin Li, M.B.A., CFA

Portfolio Strategist and Director of Research

With years of experience in statistics and finance, Ms. Li contributes to the firm’s portfolio management the all-important science incorporated in Towneley’s goal of helping clients realize financial vitality. She serves as the company specialist in international equity analysis and quantitative global asset allocation strategy development. With Towneley since 2002, Ms. Li’s background includes international banking, currency trading, and risk management for Taiwanese firms. She has also served as research analyst in emerging markets equities for Newgate LLP. Ms. Li earned her M.S. in statistics at the University of Toronto followed by an M.B.A. in finance and international business at New York University’s Stern School. She holds the Chartered Financial Analyst® designation and is a member of the CFA Institute.

  • TRUST.
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  • TOWNELEY.