About
Kelly Chen is an investor at XRC Ventures focused on early-stage companies in health and wellness, personal care, femtech, and pet care. She previously served as Chief Operating Officer at XRC, overseeing finance, accounting, fund administration, and investor relations. Chen has over 15 years of experience in retail and consumer analysis across buy-side and sell-side roles on Wall Street.
Experience
- XRC VenturesSourcing and Investmentscurrent2021 — presentLos Angeles, California, United States
- XRC VenturesChief Operating Officer2019 — 2021New York City Metropolitan Area
- Telsey Advisory GroupDirector and Senior Research Analyst - Sporting Goods & Footwear2009 — 2018
- Fred Alger ManagementResearch Associate - Retail/Consumer2006 — 2008
- Lehman BrothersEquities Research Associate - Softlines and Hardlines2003 — 2006
- Lehman BrothersEquities Research Intern - Enterprise Software2002
- NewGate InternetWeb Content Developer2001 — 2002
- International RectifierSummer Intern1999 — 2001
Education
- University of California, Berkeley, Haas School of BusinessBS, Business Administration1999 — 2003
- The Wharton SchoolBusiness Analytics: From Data to Insight
Skills & more
Financial Modeling38Valuation25Investments12Equities20Due Diligence4Trading9Analysis3Bloomberg1Economics6Equity Research14Finance5Financial Analysis10
+12 more
Hedge FundsCapital MarketsMicrosoft OfficeMicrosoft PowerPointMicrosoft ExcelFactSetAsset ManagementInvestment ManagementPeople ManagementLeadershipPublic SpeakingAnalytical SkillsLanguages Chinese · English · Spanish · Taiwanese
- CFA Charterholder
- Series 7, 63, 86, 87
From Kelly's professional profile.
Same school
Also attended University of California, Berkeley, Haas School of Business489
Mark FiorentinoInvestor at Index VenturesRishi ModiInvestor at GV (Google Ventures)Yibo NianInvestment Director at Intel CapitalZhenyu TangInvestment Director at Intel CapitalHariFellow at Clear VenturesDennisDirector of Trading at Pantera Capital
+ 483 more
Also attended The Wharton School1,323
Fred WilsonCo-founder & Partner at Union Square VenturesJosh KopelmanFounder and Partner at First Round CapitalAydin SenkutFounder & Managing Partner at FelicisKatie RiesterPartner, Head of Investor Relations at Felicis VenturesTrevor OelschigInvestment Team at General CatalystRebecca JamesInvestor at Index Ventures
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+ 1,317 more
Shared employers
Also worked at XRC Ventures25
Karina El BazeInvestor at Khosla VenturesPano AnthosFounder & Managing Partner at XRCDiana MelencioGeneral Partner, Brand Capital Fund at XRCAndrew RossSenior Advisor and Venture Partner at XRCAl SambarSenior Advisor and Venture Partner at XRCCourtney KucharczykChief of Staff at XRC
+ 19 more
Also worked at Telsey Advisory Group1
Also worked at Fred Alger Management5
Also worked at Lehman Brothers198
Scott MaxwellInvestor at OpenView Venture PartnersDana SettleCo-Founder & Managing Partner at GreycroftHemal PatelManaging Director at Marlin Equity PartnersYusuf ÖzdalgaPartner, Head of U.K. & Europe at QED InvestorsSaar GurGeneral Partner at CRV (Charles River Ventures)Pam TholenHead of Investor Relations at Paradigm
+ 192 more
Colleagues at XRC
Al Sambar
Senior Advisor and Venture Partner at XRC
Amanda Bell
VP of Public Relations at XRC
Andrew Ross
Senior Advisor and Venture Partner at XRC
Courtney Kucharczyk
Chief of Staff at XRC
Dan Bulteel
Marketing executive for companies such as WPP, adidas, TikTok/ByteDance, & Build A Rocket Boy at XRC
Daphne Carmeli
Founder, Entrepreneur, CEO, Angel Investor, Philanthropist, Advisor and Board Member at XRC
Diana Melencio
General Partner, Brand Capital Fund at XRC
Dorothy Sumption
Head of Investor Relations at 137 Ventures
Network4
Al Sambar
Senior Advisor and Venture Partner at XRC
Andrew Ross
Senior Advisor and Venture Partner at XRC
Diana Melencio
General Partner, Brand Capital Fund at XRC
Dorothy Sumption
Head of Investor Relations at 137 Ventures
Investors connected to Kelly in public investor directories — a warm-intro map.