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Steve Chen is a seasoned finance professional with 11 years of experience in private equity, portfolio management, and risk management. He holds a CFA charter and a Bachelor's degree in Business Administration with concentrations in Accounting and Finance. Chen has led various facets of businesses, including origination, deal execution, and portfolio management, and has provided junior capital to growing companies. He is also a member of the Private Enterprise Accounting Standards Advisory Committee and the Board of the Vancouver Chapter of the Risk Management Association.

Experience

    • Canada
    • Financial Services
    • 1 - 100 Employee
    • VP and Head of First West Capital
      • Apr 2020 - Present

      As Head of First West Capital, I lead all facets of the business from origination, deal execution, portfolio management, risk management and am ultimately accountable for the driving the overall growth and profitability of the business.We have funded over $250 million to over 100 businesses in Canada and the US. First West Capital provides junior capital (subordinated, mezzanine and equity) to growing and transitioning companies that have proven cash flow but lack the tangible assets that traditional lenders prefer as collateral. We support changes of ownership (strategic acquisitions, management buy-outs and buy-ins, shareholder buy-outs, etc.), refinancings, rapid growth situations, and high ratio owner occupied real estate investments. Our financings range in size from $1.0 million to $10 million.

    • Managing Director
      • Jun 2019 - Apr 2020

    • Private Enterprise Accounting Standards Advisory Committee Member
      • Jan 2019 - Present

    • Board Member
      • Jan 2017 - Jun 2022
      • Vancouver

Education

  • 2008 - 2010
    CFA Institute
    CFA, (Chartered Financial Analyst Designation)
  • 1999 - 2005
    Simon Fraser University
    Bachelor, Honours, Business Administration
  • High School
  • High School

Suggested Services

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Industry Focus. “Financial Services”

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