Oliver Chen is a managing director and senior equity research analyst covering retailing/specialty stores, luxury, retailing/broadlines and department stores. Mr. Chen ranked as one of the top three analysts in the retailing/specialty stores sector in the 2014 Institutional Investor All-America Research Team survey and as a runner-up in 2013 with a #3 ranking in New York. He was part of the #2 ranked global luxury goods team in 2013’s Pan-European Extel Survey. Mr. Chen was named an Institutional Investor Rising Star of Wall Street Research as a best up-and-comer in the apparel/footwear sector in 2012.
Prior to joining Cowen in 2014, he spent seven years at Citigroup covering a broad spectrum of the U.S. consumer retail landscape, including specialty stores, apparel, footwear & textiles, luxury retail, department stores and broadlines. Before Citigroup, he worked in the investment research division at UBS, in the global mergers and acquisitions/strategic planning group at PepsiCo International, and in JPMorgan’s consumer products/retail mergers and acquisitions group.
Mr. Chen holds a bachelor of science degree in business administration from Georgetown University, a master’s of business administration from the Wharton School at the University of Pennsylvania, and is a CFA charterholder. At the Wharton School, Mr. Chen was a recipient of the Jay H. Baker Retail Award for impact in retailing and was a co-founding president of the Wharton Retail Club. He also serves as a member of the PhD Retail Research Review Committee for the Jay H. Baker Retailing Center at the Wharton School.
Mr. Chen has appeared on CNBC, Bloomberg, PBS, Business News Network, Fox, and Monocle and has been quoted in the New York Times, Financial Times, The Wall Street Journal, Associated Press, and others.