Chevy Chase Trust
James Nguyen has a diverse background in portfolio management and investment analysis. James currently holds the position of Director, Portfolio Manager, and Thematic Research Analyst at Chevy Chase Trust, where they support the Equity Investment team by conducting thematic research and performing fundamental analysis. Prior to this, they worked as a Portfolio Manager at BDO Wealth Advisory, LLC, overseeing investment and portfolio management for family offices, foundations, and ultra high-net worth clients. James also founded Complex Capital Management LLC, where they served as the Chief Investment Officer and Portfolio Manager. James further gained experience as a Portfolio Manager at Lockheed Martin Investment Management Company and as a Partner at Brompton Cross Capital. Earlier in their career, they worked as a Senior Analyst at SAC Capital, an Investment Manager at J. & W. Seligman & Co Inc, and a Senior Analyst at Morgan Stanley. Given their extensive work experience, James Nguyen brings a wealth of knowledge and expertise to their current role.
James Nguyen attended The Wharton School. No specific start or end year is provided, and their degree and field of study are also unknown.
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Chevy Chase Trust
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.