Ms. Chao, Financial Analyst, provides analytical support for portfolio management and financial operations management functions. She performs asset allocation and performance attribution analysis across all asset classes and provides analytical and qualitative support in security selection and risk management. Ms. Chao is also responsible for analyzing market conditions and investment environments in order to develop informed and measured investment opinions. Her other roles include cash flow reporting, consolidated new account analysis, and other aspects of tracking, reviewing and reporting functions needed to support the firm’s financial systems and tools. Ms. Chao received her Bachelor of Science and Master of Science degrees in Finance from the University of Delaware. She is a CFA charter holder and passed all exams on her first attempt.
Ms. Chao is a member of DT Investment Partners’ Investment Selection Team.