Michelle A. Chan
Michelle is a Senior Investment Associate at 1919 Investment Counsel. In her role, Michelle works with individuals, families, foundations, and endowments to provide comprehensive investment counsel and client service. Her primary responsibility is supporting portfolio managers and client advisors in the development and management of investment portfolios, with a focus on portfolio review, investment analysis, account administration, and wealth planning.
Michelle entered the Financial Service Industry in 2003. Prior to joining the firm in 2010, Michelle held various positions servicing high-net-worth clients as a Performance Analyst at JPMorgan, as an Associate Portfolio Manager at AllianceBernstein, and most recently, as an Equity Research Associate at First Republic Investment Management.
In her spare time, Michelle enjoys swimming, reading, hiking, baking, and spending time with family and friends.
Michelle earned a B.S. in Business Administration from Binghamton University with a dual concentration in Finance and Management Information Systems.