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Stephanie Chan, CFA, CPA, CGMA

Stephanie Chan, CFA, CPA, CGMA

Auditor

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location of Stephanie Chan, CFA, CPA, CGMASan Francisco, California, United States

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  • Timeline

  • About me

    Chief Investment Officer at State Compensation Insurance Fund

  • Education

    • University of California, Berkeley

      2004 - 2008
      Bachelor of Science (B.S.) Business Administration and Accounting

  • Experience

    • California State Auditor's Office

      Aug 1998 - Oct 2001
      Auditor

    • State Compensation Insurance Fund

      Oct 2001 - now

      Manage State Fund's $20 billion investment portfolio as well as the Treasury and Investment operations

      • Chief Investment Officer

        Apr 2018 - now

      • VP of Treasury & Investments

        Jun 2010 - Mar 2018

      • Treasury Manager

        Feb 2004 - May 2010

      • Financial Analyst

        Oct 2001 - Jan 2004

    • California Department of Insurance

      Jul 2020 - now
      COIN Advisory Board Member

      The California Organized Investment Network (COIN) facilitates insurance industry investments that benefit California’s environment and its low-to-moderate income and rural communities. COIN was established in 1996 and is a collaborative effort between the California Department of Insurance, the insurance industry, community affordable housing and economic development organizations, and community advocates.

  • Licenses & Certifications