Junnie Chen

Managing Director

Junnie’s strength as a Managing Director lies in her ability to expand networks and build strong connections. As a local leader of the firm, she oversees new talent acquisition and leads a team of experienced financial services professionals to promote communication, collaboration, and nurture relationships built both within and outside the firm. On the client side, she works to reinforce trust and continuously improve the client experience to ensure that the firm’s customers feel secure and cared for.

With more than 18 years of industry experience and knowledge, Junnie’s main focus is to strike a good balance between giving autonomy—letting her team of financial professionals do what they do best—and providing them with top-notch support and resources when they need it.