(800) 257-7013, Ext. 312

Leo Chen, Ph.D.

Portfolio Manager & Quantitative Strategist

Leo Chen serves as Portfolio Manager and Quantitative Strategist. He specializes in quantitative analysis, particularly in time-series empirical research. Leo works with stochastic calculus and Brownian motion. His research utilizes quantitative methods to examine market returns and underlying volatilities. Leo is also a portfolio manager for Cumberland’s equity strategies that focus on volatility and market sentiment. He works directly with clients as an Investment Advisor Representative. 

Leo’s extensive research has been quoted by the Wall Street Journal, Barron’s, Morningstar, Bloomberg Radio, MarketWatch, Business Insider, Yahoo!, and various international media in Asia and Europe. 

Leo joined Cumberland Advisors as a consultant in 2014 and became a portfolio manager in 2016. He earned a Ph.D. in finance from the University of South Florida and a B.A. in economics from the University of Rochester. 

In 2010, Leo was a research scholar in mathematics at the Fields Institute for Research in Mathematical Sciences, in Toronto, Canada. In addition to his role at Cumberland Advisors, he is the Director of the Student Managed Investment Fund at the University of South Florida, a fund under the USF Foundation and is a member of the University 403b Retirement Investment Committee. In 2021, Leo became a board member of the CFA Society Tampa Bay.