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About CRC Oyster

Kuni Chen

Kuni heads the firm’s Supervisory Analyst practice, working with sell-side firms ranging from boutique operations to those with 20 or more analysts.

He came to CRC Oyster in 2020 with 30 years of finance experience, including 15 years as an equity research analyst at Citigroup, BofA Merrill Lynch, UBS, and other prominent firms, as well as buy-side experience as a portfolio manager. Immediately before joining, he worked as an independent supervisory analyst and research principal.

Kuni holds a Bachelor’s degree from Middlebury College, is a Chartered Financial Analyst (CFA), and maintains Series 7, 16, 24, 63, and 87 securities licenses.

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