Jason Chen

Financial Analyst II

Mr. Chen joined Wilary Winn in July of 2022 after graduating from the University of Minnesota, Twin Cities with a master’s degree in financial mathematics. Prior to obtaining his master’s degree, he obtained a bachelor’s degree in mathematics and statistics from the University of California, Davis. Jason works with Wilary Winn managers and senior analysts primarily on asset liability management (ALM), concentration risk analysis, current expected credit loss (CECL) analyses, and valuation of illiquid securities. In his free time, Jason enjoys baseball and spending quality time with his family.