Kai Chen

Founding & Managing Director

Mr. Chen is the managing director of OceanIQ Capital, an SEC registered investment adviser. As the company head, Mr. Chen’s primary role is to provide strategic vision, investment advisory, and relationship management. He is the managing partner of OceanIQ’s venture investments in technology and biotechnology start-ups. He began his investment management career at Goldman Sachs Private Wealth Management, specializing in asset allocation and investment strategies. He later spent 12 years at Credit Suisse and was most recently a Director and Relationship Manager. Mr. Chen has worked extensively with prominent families on investment management, trust & estate planning; with corporate founders on selling strategies such as 10b5-1 plans; and with private equity fund managers on block trading and diversification strategies. He graduated from UCLA with a BA in Business Economics.

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