Index Fund Advisors
Dee Nguyen, CFA
Senior Investment Consultant
About Dee
Dee Nguyen, CFA, is a Senior Investment Consultant at IFA OCIO. She works closely with endowments and foundations to build customized institutional investment solutions and deliver disciplined asset allocation and fiduciary governance strategies.
Prior to joining IFA, Dee served as a Senior Investment Consultant at Mercer and Vanguard, overseeing institutional portfolios and advising on spending policies, investment objectives, and multi-asset implementation. Her earlier industry experience includes serving as a Senior Equity Analyst and Client Service Associate at CenterSquare Investment Management, a Business Analyst at 2 HighPoint Solutions, and a Senior Managed Accounts Specialist at The Bank of New York Mellon. Dee earned a Bachelor of Science in Finance from Fairleigh Dickinson University. She is a CFA charterholder, and serves on the Board of Directors for the CFA Society of Philadelphia.
Dee resides in the greater Philadelphia area with her husband, Brian, and their two children, Jason and Juliet.
Chartered Financial Analyst (CFA®) charter is a designation given to those who have completed the CFA® Program and completed acceptable work experience requirements. The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning. CFA charter holders are qualified to work in senior and executive positions in investment management, risk management, asset management, and more.
Dee's Team
Rochelle Jornacion
Senior Client Service Specialist
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Risk Capacity Survey
What's your Risk Capacity?
Calculating risk capacity is the first step to deciding which portfolio will generate optimal returns for each investor.
Each investor has a unique risk capacity and can be identified by a risk capacity score — a measure of how much risk one can manage.
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