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Wei C
CFA®
North Andover, MA
RootsOn Capital LLC
Wei Chen is a CFA® charterholder and principal of RootsOn Capital LLC with one year of experience as a financial advisor. Prior to founding RootsOn Capital, Wei was employed at Columbia Threadneedle Investments and Dimensional Fund Advisors, accumulating a total of ten years in the investment industry. RootsOn Capital LLC is a fee-only, registered investment adviser serving individuals, high-net-worth clients, family trusts and estates, family offices, and other institutional entities. The firm employs a long-term investment approach based on modern portfolio theory, blending passive and active strategies across various asset types and tailoring portfolios to client goals, risk tolerance, and tax considerations.
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