Jun Gu, CFA**

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

  • She conducts manager due diligence and leads research initiatives and portfolio construction at the firm. 

  • A key member of the investment committee 

  • 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 

  • Holds the CFA designation and is a member of the CFA Institute & the CFA Society of Houston

  • Currently serves as the Treasurer/Secretary of CFA Houston and is the Vice President-elect in charge of programming 

  • 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