Summary
Alan Chao is a results-driven finance and investment professional with over 20 years of experience in financial analysis, modeling, and business development across major institutions including Macquarie and Citigroup. He has a demonstrated track record launching investment products, helping create a new investment firm, and leading complex integrations such as merging risk platforms—roles chosen for his strategic and operational clarity. Combining Wharton and Columbia MBA credentials with hands-on portfolio management and credit analysis roots, he translates spreadsheets into actionable recommendations that improve decision-making and drive growth. Based in New York, he pairs deep technical finance skills with entrepreneurial instincts, often operating at the intersection of product development and risk management. A detail that sets him apart is his consistent selection for high-visibility mandates, reflecting both subject-matter expertise and trusted leadership.
5 years of coding experience
14 years of employment as a software developer
Bachelor of Applied Science (BASc), Applied Science - Management of Technology, Bachelor of Applied Science (BASc), Applied Science - Management of Technology at University of Pennsylvania
Master of Business Administration (MBA), Master of Business Administration (MBA) at Columbia Business School
Bachelor of Science (BSc), Finance, Entrepreneurial Management, Bachelor of Science (BSc), Finance, Entrepreneurial Management at The Wharton School
Chinese, Spanish, English