Econ + MBA
Wharton ’08 (Economics, with concentrations in Finance and Statistics). Booth MBA ’14 (Analytic Finance, Economics).
About Wei
Goldman Research. Bridgewater. Then a Boutique That Returns Calls.
Wei studied economics at Wharton, earned an MBA from Chicago Booth, spent five years on Goldman’s semiconductor + cloud research team, and four years on Bridgewater’s associate research staff. She founded Anchorbay in 2018 because the families she actually cared about — friends and former coworkers post-IPO — could never get a research-grade investment process at the big shops without writing a $50M check first.
The Path
From Research Desk to Family Office
Goldman Sachs
Five years on the equity research team covering semiconductors and cloud infrastructure. Charterholder since 2012.
Bridgewater
Four years on the associate research staff working on macro factor portfolios and risk-parity overlays. Learned how a real research process is run.
Founded Anchorbay
Registered the RIA in San Francisco. Built Anchorbay around the families post-IPO and post-acquisition that institutional research had previously ignored.
Credentials & Memberships
Wei is a CFA charterholder and a member of CFA Society San Francisco, the National Association of Personal Financial Advisors (NAPFA), and the Investment Adviser Association. Anchorbay is a fiduciary investment adviser registered with the SEC under file number 801-114620.
Citywire Top 50 Boutique RIAs
Recognition for sub-$500M RIAs with disciplined, research-led portfolio construction. Anchorbay was cited for its Investment Policy Statement framework and quarterly attribution practice.
Clockless “Built With Care” Partner
Selected partner for Clockless’s concierge investment-manager program, serving tech-industry families through their first liquidity event and beyond.
The Anchorbay Team
A six-person boutique. Wei is lead PM on every account; the rest of the team carries portfolio operations, manager research, and client reporting so that the partner you start with is the partner you stay with.
Wei Chen, CFA
Founder · Managing Partner
Priya Iyer, CFA
Director, Manager Research
James Park, CFP®
Wealth Strategist
Sarah Lin
Portfolio Operations
David Morales
Client Reporting Lead
How We Work
01
Written Before Trading
No allocation moves before the Investment Policy Statement is signed. The IPS is the contract; the trades are the implementation.
02
Everything in One Portal
Each family gets a private portal with positions, performance, IPS, manager memos, and reports — so nothing about your money lives in a stale email thread.
03
Research-Led Underwriting
Every external manager and every co-invest opportunity gets a written underwriting memo. We share the memo with you before we deploy a dollar.
Let’s Talk About Your Wealth
Whether you’re six months from a tender, just past an IPO lockup, or a year into wondering ‘what now,’ it starts with a conversation.
Book an Intro Call