Tracy Chen
Analyst-Fixed Income at Brandywine Global Investment Management LLC
Profile
Ms. Tracy Chen is a Portfolio Manager at Brandywine Global Investment Management LLC.
She is responsible for conducting credit analysis on mortgage-backed and other structured securities, with special emphasis on collateralized mortgage obligations (CMOs), collateralized loan obligations (CLOs), and other structured products.
Ms. Chen also monitors and analyzes the investment merits of global corporate debt issues.
She joined the Firm in August 2008.
Prior to joining Brandywine Global, she was with UBS Investment Bank as director of the fixed income valuation group (2006-2008), GMAC Mortgage Group as a mortgage pricing analyst (2003-2006), Deloitte Consulting as a senior corporate strategy consultant (2001-2003), and J&A Securities Ltd.
in Shenzhen, China as an international corporate finance associate (1995-1999).
Ms. Chen earned a B.A.
in English for Scientific Purposes from University of Electronic Science & Technology of China, M.A.
in American Studies from Sichuan University, and an MBA with a concentration in Finance from Kenan-Flagler Business School at the University of North Carolina.
She is a CFA charter holder and earned the Chartered Alternative Investment Analyst (CAIA) charter in 2010.
Tracy Chen active positions
| Companies | Position | Start |
|---|---|---|
Brandywine Global Investment Management LLC
 Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Analyst-Fixed Income | 2008-07-31 |
Former positions of Tracy Chen
| Companies | Position | End |
|---|---|---|
UBS Investment Bank (US)
 UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Corporate Officer/Principal | 2008-07-30 |
GMAC Mortgage Group LLC
 GMAC Mortgage Group LLC Finance/Rental/LeasingFinance Part of Ally Financial, Inc., GMAC Mortgage Group LLC is a company that offers residential mortgage loans and services. The company is based in Horsham, PA. | Corporate Officer/Principal | 2005-12-30 |
Deloitte Consulting LLP
 Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Corporate Officer/Principal | 2002-12-30 |
| J&A Securities Ltd. | Corporate Officer/Principal | 1999-12-30 |
Training of Tracy Chen
| Sichuan University | Graduate Degree |
| Kenan-Flagler Business School | Masters Business Admin |
| University of Electronic Science & Technology of China | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Brandywine Global Investment Management LLC
Brandywine Global Investment Management LLC Investment ManagersFinance Brandywine Global Investment Management LLC (Brandywine Global) is a registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1986 and is a wholly-owned subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). Brandywine Global provides discretionary investment management services to a variety of clients such as institutions, individuals, and various registered and unregistered pooled investment vehicles. In addition, they are the sub-advisor to affiliated and non-affiliated mutual funds and act as a sub-advisor to several wrap programs sponsored by unaffiliated program sponsors. | Finance |
Deloitte Consulting LLP
Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Commercial Services |
GMAC Mortgage Group LLC
GMAC Mortgage Group LLC Finance/Rental/LeasingFinance Part of Ally Financial, Inc., GMAC Mortgage Group LLC is a company that offers residential mortgage loans and services. The company is based in Horsham, PA. | Finance |
UBS Investment Bank (US)
UBS Investment Bank (US) Investment Banks/BrokersFinance UBS Investment Bank provides investment banking and securities brokerage services. Its clients include institutional and corporate clients, intermediaries, governments, and hedge funds. The firm also provides merger and acquisition advisory, private placement, investment research, foreign exchange, equity, and leverage finance advisory services. The firm is headquartered in San Francisco, CA. | Finance |
| J&A Securities Ltd. |
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