Herb Chen

Finance

Consumer Services

Electronic Technology

Profile

Mr. Herb Chen is a Senior Vice President & Portfolio Manager at Huntington Asset Advisors, Inc. Prior to joining Huntington, Mr. Chen was previously employed as Senior Managing Director by National City Bank Asset Management, a Principal by Citigroup, Inc., a Principal by Cowen & Co. LLC, a Principal by JPMorgan & Co., Inc., and a Principal by Sterling Helicopter.
Mr. Chen received his undergraduate degree from Carnegie Mellon University and an MBA from New York University.

Former positions of Herb Chen

Companies	Position	End
Rational Advisors, Inc. Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors.	Portfolio Manager-Equities	2013-08-31
National City Bank Asset Management National City Bank Asset Management Major BanksFinance A subsidiary of National City Corp. (NYSE: NCC), National City Bank Asset Management (NCB) manages private client assets. The bank is headquartered in Cleveland, Ohio with offices in Cincinnati, Dayton and Ohio.	Portfolio Manager-Equities	2009-11-29
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	Corporate Officer/Principal	-
J.P. Morgan & Co., Inc. (Old)	Corporate Officer/Principal	-
CITIGROUP INC.	Corporate Officer/Principal	-

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Training of Herb Chen

New York University	Masters Business Admin
Carnegie Mellon 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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Female

Members of the board

Executives

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Linked companies

Listed companies	1
CITIGROUP INC.	Finance

Private companies	5
National City Bank Asset Management National City Bank Asset Management Major BanksFinance A subsidiary of National City Corp. (NYSE: NCC), National City Bank Asset Management (NCB) manages private client assets. The bank is headquartered in Cleveland, Ohio with offices in Cincinnati, Dayton and Ohio.	Finance
Rational Advisors, Inc. Rational Advisors, Inc. Investment ManagersFinance Rational Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Huntington, New York. The firm offers Rational Funds to individual and institutional investors.	Finance
Sterling Helicopter Sterling Helicopter Aerospace & DefenseElectronic Technology Sterling Helicopter provides helicopter parts, repair, and maintenance services. It offers avionics and component overhaul. The company was founded by Jack Brown in 1984 and is headquartered in Philadelphia, PA.	Electronic Technology
J.P. Morgan & Co., Inc. (Old)	Finance
Cowen & Co. LLC Cowen & Co. LLC Investment Banks/BrokersFinance Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.	Finance

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