Who We Are
Portfolio Manager
Michael Hepworth is the Portfolio Manager and is responsible for investment strategy and trading. He is based in Manhattan. Since co-founding Hepworth Equity Partners, LLC in 2007 he has focused on creating customized portfolios for high net worth clients. Mr. Hepworth employs proprietary investment strategies using equity-related securities, options on equity-related securities, ETF's and various fixed income products. Previously he worked at Smith Barney from 2000-2007 and was a Vice President and Investment Consultant in the Private Client Group. Prior to joining Smith Barney, he was a Vice President and Financial Advisor with Morgan Stanley from 1993-2000 and was an Options Strategy Specialist. He has over nineteen years of experience in investment management and consulting. Mr. Hepworth received a BA in Finance and Investments in 1990 from Babson College in Wellesley, Massachusetts.
Portfolio Manager
Bonnie Chen is the Managing Director of Investor Relations & Business Development and is based in Manhattan. She services clients throughout the US and Asia. Since co- founding Hepworth Equity Partners, LLC in 2007, Ms. Chen has focused her efforts in raising capital and providing hands on investor support. Previously Ms. Chen worked at Smith Barney from 2000 - 2007. She was a Vice President and Investment Consultant in the Private Client Group. Prior to joining Smith Barney, she was a Vice President and Financial Advisor with Morgan Stanley from 1993 - 2000 and was a Retirement Planning Specialist. She has over eighteen years of experience in capital raising and investor relations. Ms. Chen received a BA in 1992 from the Case Western Reserve University in Cleveland, Ohio. In her spare time Ms. Chen is an accomplished double-bassist and enjoys playing classical music in several local orchestras. She is also an avid tennis player.
