Fiona is an Associate Portfolio Manager and Research Analyst at Sowell Affinity, Sowell Management’s investment management division. As an Associate Portfolio Manager, she works to support and co-manage the firm’s strategies. As a Research Analyst, she serves as a programmer and performs quantitative and fundamental analysis to support the investment decisions. Her experience includes sentiment signal construction, factor modeling, and risk parity asset allocation. She is now involved in Affinity model development, portfolio construction, risk management, and other trading and operational processes.
Prior to joining Affinity, Fiona earned her M.S. in Financial Engineering from UCLA Anderson School of Management. She received her B.S. in Mathematics and B.A. in Business Economics from University of California, Irvine with summa cum laude. She is proficient in Mandarin Chinese.
Fiona enjoys the critical thinking process and has been a public forum debater for 9 years. She loves to travel around the country with club members for debate events. She is also a recurve bow archer on the UCLA archery team and likes to hang out and have outdoor practice with friends. She lives with a lovely hamster who is a big fan of melon seeds.
“I have been fortunate to live out some of my bucket list dreams. As an avid golfer and fan of the game, I have been to the Master’s the PGA Championship and the British Open. Once I make it to the U.S. Open, I will have completed the golf fan ‘Grand Slam.’ Finishing that is top on my bucket list.”