Exciting News! We’re please to announce the acquisition of James VanMetter and Associates, a Westchester County firm specializing in wealth management. We’re excited to continue expanding our market presence and services in the tri-state area.

Xinyi Chen

Xinyi Chen

Financial Analyst

Xinyi joined Trivium Point Advisory as Investment Analyst in January 2020. Xinyi grew up in Shanghai, China, and obtained the Master of Science degree in Finance from Fairfield University. 

As Investment Analyst, Xinyi works with the financial advisors to implement strategic multi-asset class allocations for clients’ portfolios and different needs. In addition, appointed as a voting member of the investment committee, Xinyi presents in-house firm views on the economy and the market while responsible for due diligence on all existing investment products and potential investment opportunities.

She and her husband Jeff enjoy traveling, camping, and cooking.