Daisy Chen

Daisy Chen currently serves as the financial analyst for Trinity Private Equity Group. Prior to Trinity, Daisy was a Financial Service Professional for 5 years with New York Life Insurance Company, the largest mutual insurance company in the United States. There she provided complete financial planning services to individual clients and small business owners. Her planning services included expertise with insurance, education, retirement, estate and business consulting.

Ms. Chen graduated from the University of Texas at Arlington with a master’s degree in Management Information Systems. During this time, she was the chair of the UTA-Chinese Students Organization. She also earned a BA in Computer Science at East-China Normal University in Shanghai, China. Ms. Chen received her CFA charter in September 2010. She is a member of the CFA Institute.
In the DFW Chinese community, Ms. Chen is the president of the largest Chinese organization – Association of Chinese Professional Foundation which has more than a thousand members.