Theresa Chen, CFA in

Theresa Chen, CFA

Senior Analyst - Midstream and Refining Equity Research at Barclays
📍 New York, New York, United States

Theresa Chen is the Managing Director for Midstream and Refining Equity Research at Barclays. A Chartered Financial Analyst (CFA) and a graduate of The Wharton School, she is a respected voice in the energy sector, frequently providing analysis on company earnings calls and industry conferences.

Theresa has spent her entire career at Barclays, rising from a Junior US Economist to her current role as a Managing Director in equity research.

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Experience
17 Years
Current Role
Senior Analyst - Midstream and Refining Equity Research
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview
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Priorities

Topics Theresa cares about

Midstream Sector Performance
As a lead analyst, her work focuses on the financial health and operational performance of midstream companies, including pipelines and storage assets.
Refining Industry Outlook
She regularly analyzes refining margins, throughput, and the impact of global crude oil supply and demand on U. S. refiners.
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Career

Work history

1-2018
Senior Analyst - Midstream and Refining Equity Research
Barclays
6-2013 - 12-2017
Associate - Midstream Energy Equity Research
Barclays
6-2011 - 6-2013
Associate - Business and Information Services Equity Research
Barclays
10-2008 - 6-2011
Junior US Economist
Barclays
In the press

Media appearances

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Education
Bachelor of Science
The Wharton School
Social presence
in

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