Leo Chen, Ph.D.

Leo Chen, Ph.D.

Portfolio Manager & Quantitative Strategist

Dr. Leo Chen joined Cumberland Advisors as a consultant in 2014 and became a portfolio manager in 2016. Dr. Chen is an investment adviser representative. He is also a visiting professor of finance at the University of South Florida. Dr. Chen holds a Ph.D. degree in finance from the University of South Florida and a B.A. degree in economics from the University of Rochester. In 2010, he was a research scholar in mathematics at the Fields Institute for Research in Mathematical Sciences.

Dr. Chen specializes in quantitative analysis, particularly in time-series empirical research. He also works in areas such as stochastic calculus and Brownian motion. His research utilizes quantitative methods to examine market returns and underlying volatilities. Dr. Chen helps Cumberland with applications of mathematics targeted at improving risk adjusted returns relative to benchmarks.

Dr. Chen’s research has been quoted by the Wall Street Journal, Barron’s, Morningstar, Bloomberg Radio, MarketWatch, Business Insider, Yahoo!, and various international media in Asia and Europe.

cumber map
Cumberland Advisors® is registered with the SEC under the Investment Advisers Act of 1940. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Such an offer can only be made in the states where Cumberland Advisors is either registered or is a Notice Filer or where an exemption from such registration or filing is available. New accounts will not be accepted unless and until all local regulations have been satisfied. This presentation does not purport to be a complete description of our performance or investment services. Please feel free to forward our commentaries (with proper attribution) to others who may be interested. It is not our intention to state or imply in any manner that past results and profitability is an indication of future performance. All material presented is compiled from sources believed to be reliable. However, accuracy cannot be guaranteed.