Exciting News! Trivium welcomes Paradigm Financial Partners and Lyons & Lyons, CPAs.

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.