Jennifer Chang, CFA

Director, Institutional Advisory Practice

FOCUS AREAS

Manager Diligence
Private Strategies
Asset Allocation
Portfolio Management

As a Director of Institutional Advisory Practice, Jennifer Chang performs initial and ongoing due diligence of investment managers, specifically international long-only and private equity strategies. She also monitors macro-economic environment and assists in the analysis of client portfolios.

Prior to the merger with The Colony Group, she was an Analyst for New Providence and ​previously worked as an Analyst in the Asset Management Division for Oppenheimer & Co.

Jennifer has a Bachelor of Arts degree in Economics from the University of Pennsylvania. She is also a CFA charter holder.