Civitas’ No. 1 priority is the health and safety of our employees. Acting on advice from health experts, Civitas begins its “social distancing program” on Monday, March 16 — the date Civitas employees will work from home until further notice. Business operations will continue as normal, with employees available via business email addresses and phone numbers. We apologize if this new protocol affects our response time. As well, Civitas is not accepting visitors to its offices until further notice. If you currently have a scheduled office appointment, please reach out to your Civitas contact. Thank you for your patience and understanding. We will continue to provide updates as warranted.

Who We Are

Irene Shen, Director, Investor Relationst of Civitas Alternate Investments

Irene Shen


Irene Shen is responsible for business development of Alternative Investments. She also manages our institutional and individual client relationships. She has more than twenty years of experience with Investment Management and financial planning for individuals, families and companies, with a particular focus on Chinese clients.

Prior to joining Civitas, Ms. Shen was with Charles Schwab & Co., Inc., where she managed assets for domestic and international high net worth individuals and businesses. Previously, she was with Canada Trust and Ping An Securities Company of Shenzhen, China.

Ms. Shen holds a Bachelor of Science in Electrical Engineering from Beijing University of Posts & Telecommunications. She holds the designation of Accredited Asset Management Specialist (AAMS) and previously held FINRA series 7, 63 and 65 securities and investment advisory licenses.