Chloe – Bio

Chloe (Shiqi) Gu, CFA

Investment Analyst

Gu

was born, raised and educated in Shanghai, China

works on portfolio modelling and monitoring

holds degrees from Shanghai University and Clark University

speaks Mandarin

Direct Phone: 508-475-3825
Fax Line: 508-475-3885
cgu@ccrwealth.com 

 

Shiqi (Chloe) Gu works with CCR clients as an Investment Analyst.  Chloe brings her global experience, having been born, raised and educated in Shanghai, her Master’s degree in Finance and her experience as a client service manager at a boutique investment firm to her work with CCR clients.  Her understanding of Chinese companies provides a well-rounded perspective to CCR's investment team. As an investment analyst, Chloe works on portfolio modelling and monitoring, investment screening, and client communications.

Chloe earned a Bachelor of Science degree in finance from Shanghai University in Shanghai, China, and a Master of Science degree in finance from Clark University Graduate School of Management in Worcester, MA.  She holds the Series 7 and 63 registrations, and is a CFA charter holder and a member of the Boston Security Analysts Society.

A member of CCR's Investment and Portfolio Review Committees, in her free time Chloe enjoys traveling, hiking and spending time with her friends. Of the team at CCR, Chloe says that “they are open to new ideas and thoughts, and are willing to change while also using time-tested procedures. Self-improvement is encouraged and supported here, and everyone here works hard to get things done!”