James Shen CFA, CAIA
Manager of Research

BA, Economics, Northwestern University

Professional Certifications

Chartered Financial Analyst®
Chartered Alternative Investment Analyst


Community service, watching movies and collecting coins from around the world

James Shen

As the Manager of Research, James Shen is responsible for leading investment manager searches and monitoring current investment managers as part of Altair’s due diligence process. As part of his research, James also monitors economic indicators that may impact Altair’s clients’ portfolios.

James is a CFA® charterholder and has earned the Chartered Alternative Investment Analyst® designation. He graduated from Northwestern University in three years with a bachelor’s degree in Economics.