Jun Gu, CFA**

Portfolio Manager
  • Jun is a Portfolio Manager at Stavis & Cohen Financial with over ten years of investment experience. 

  • She conducts manager due diligence and leads research initiatives and portfolio construction at the firm and is a key member of the investment committee. Holds the CFA designation and is a member of the CFA Institute and currently serves as the President of The Houston CFA Society.

  • Previously, Ms. Gu was a financial journalist at a Chinese newspaper headquartered in Shanghai, where she covered the consumer sector and conducted interviews with many Fortune 500 C-Suite executives.

  • She received an MBA from Rice University with concentrations in Finance & Accounting and a B.A. in Journalism from Fudan University in China 

  • In her free time, Jun is a chess master of the Chinese Chess Association and volunteers at a chess club at her son's school in HISD where she is currently the Director and Coach of the chess program