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.

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