Roger Chen

Analyst-Equity at Karlin Asset Management, Inc.

Finance

Consumer Services

Profile

Roger Chen is a Portfolio Manager at Karlin Asset Management, Inc. since 2016.
Prior to this, he worked as an Associate at Crosslink Capital, Inc. and as an Investment Banking Analyst at Merrill Lynch, Pierce, Fenner & Smith, Inc. from 2012 to 2014.
He completed his undergraduate degree from New York University in 2010.

Roger Chen active positions

Companies	Position	Start
Karlin Asset Management, Inc. Karlin Asset Management, Inc. Investment ManagersFinance Karlin Asset Management, Inc. (KAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by David Cohen and Matthew Schwab in 2005 and is a subsidiary of Karlin Holdings LP. KAM provides investment advice to individual and institutional clients.	Analyst-Equity	2016-01-31

All active positions of Roger Chen

Former positions of Roger Chen

Companies	Position	End
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Corporate Officer/Principal	2014-05-31
Crosslink Capital, Inc. Crosslink Capital, Inc. Investment ManagersFinance Crosslink Capital, Inc. (Crosslink) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded in 1999 as Omega Venture Partners, Inc. Crosslink provides investment advisory services to investment funds.	Analyst-Equity	-

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Training of Roger Chen

New York University

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Linked companies

Private companies	3
Merrill Lynch, Pierce, Fenner & Smith, Inc. Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).	Finance
Crosslink Capital, Inc. Crosslink Capital, Inc. Investment ManagersFinance Crosslink Capital, Inc. (Crosslink) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Menlo Park, California. The firm was founded in 1999 as Omega Venture Partners, Inc. Crosslink provides investment advisory services to investment funds.	Finance
Karlin Asset Management, Inc. Karlin Asset Management, Inc. Investment ManagersFinance Karlin Asset Management, Inc. (KAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by David Cohen and Matthew Schwab in 2005 and is a subsidiary of Karlin Holdings LP. KAM provides investment advice to individual and institutional clients.	Finance

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