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Jay Chen

Jay Chen, Co-Founder and CFO



Professional Overview



Jay Chen is a seasoned finance executive with over 20 years of experience in the investment management industry. As the Co-Founder and Chief Financial Officer of iCura Diagnostics, LLC, he is responsible for overseeing the company's financial strategy, operations, and capital allocation. Additionally, he serves as the CEO of Clovelly Wealth, a boutique wealth management firm. With a strong background in equity research and investment analysis, Jay brings a unique blend of technical expertise and strategic leadership to his roles.

Experience Summary



Current Roles


Co-Founder and CFO, iCura Diagnostics, LLC (2022 - Present)
  • Responsible for establishing the financial infrastructure and operational processes for the company

  • Leads the development and implementation of the organization's long-term financial strategy

  • Oversees the company's capital raising efforts and manages relationships with investors


CEO, Clovelly Wealth (2022 - Present)
  • Provides comprehensive wealth management and financial planning services to high-net-worth individuals and families

  • Develops customized investment strategies and portfolio management solutions to meet clients' unique financial goals

  • Ensures the delivery of exceptional client service and the achievement of measurable investment outcomes


Career Progression


Managing Director, Wellington Management (2003 - 2022)
  • Served as a senior member of the firm's global equity research team, covering a diverse range of industries and sectors

  • Earned a reputation as a trusted advisor to institutional clients, providing valuable insights and investment recommendations

  • Played a key role in the firm's asset allocation and portfolio construction processes, contributing to the achievement of strong investment performance


Equity Research Intern, Oppenheimer Capital (2002)
  • Gained hands-on experience in fundamental equity analysis, including financial modeling and valuation

  • Contributed to the firm's investment research and decision-making processes


Investment Analyst, Goldman Sachs (1997 - 2001)
  • Analyzed financial data and industry trends to identify potential investment opportunities

  • Collaborated with portfolio managers and trading teams to implement investment strategies


Academic Background


Jay holds a Bachelor of Science in Finance from the University of Pennsylvania's Wharton School, where he graduated with distinction.

Areas of Expertise


  • Financial planning and wealth management

  • Capital markets and investment analysis

  • Strategic financial management and operations

  • Equity research and portfolio construction

  • Investor relations and capital raising


Professional Impact


  • Recognized as a thought leader in the healthcare technology and diagnostics industry, contributing to industry publications and conferences

  • Actively involved in philanthropic initiatives, serving on the board of directors for a local nonprofit organization

  • Committed to mentoring and developing early-career professionals, sharing his expertise and experience to support the next generation of finance leaders


Conclusion


With his extensive experience, strong technical skills, and strategic leadership abilities, Jay Chen is well-positioned to drive the continued growth and success of iCura Diagnostics and Clovelly Wealth. His unwavering commitment to delivering exceptional results and creating value for his clients and stakeholders makes him a valuable asset in the financial services industry.