Jun Gu, CFA**

Portfolio Manager
  • Jun Gu 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.   Jun is a key member of the investment committee.

  • Previously, Ms. Gu was a financial journalist at a Chinese newspaper headquartered in Shanghai, where she covered consumer sector and conducted interviews with many Fortune 500 C -Suite executives.   Ms. Gu received an MBA from Rice University with concentrations in Finance & Accounting and a B.A. in Journalism from Fudan University in China. 

  • Ms. Gu holds the CFA designation and is a member of the CFA Institute & the CFA Society of Houston. Jun currently serves as the Treasurer/Secretary of CFA Houston and is the Vice President elect in charge of programing. 

  • Jun is a chess master of Chinese Chess Association.  She volunteered to start a chess club at her son’s school in HISD and is currently the Director and Coach of the chess program there.