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Philadelphia Estate Planning Council

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Jay Chen

Clovelly Management Advisors LLC

 

Member profile details

First name
Jay
Last name
Chen
Organization
Clovelly Management Advisors LLC
Title
CEO
 

Additional Membership Information

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Primary Discipline
Financial Planning
Secondary Discipline(s)
  • Accountant
  • Charitable Planned Giving
  • Investments
Professional Bio
Jay has worked in investment management and financial planning industry since 1997 and worked at Goldman Sachs and Wellington Management Company before starting his own Registered Investment Advisor firm, Clovelly Wealth, in 2022.
Jay holds professional designations of CFA, CFP and EA.

Philadelphia Estate Planning Council 
P.O. Box 579
Moorestown, NJ 08057-0579

Phone: (215) 486-6215
Fax: (856) 727-9504
Email: staff@philaepc.org

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