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Profil
Ms. Meng Tian Chen, CFA, is a Portfolio Analyst at Private Wealth Strategies LLC (Ohio).
She received her undergraduate degree from The Ohio State University and a graduate degree from Tulane University (Louisiana).
Anciens postes connus de Menty Chen
| Sociétés | Poste | Fin |
|---|---|---|
Private Wealth Strategies LLC (Ohio)
 Private Wealth Strategies LLC (Ohio) Investment ManagersFinance PWSL offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. | Analyst-Equity | - |
Formation de Menty Chen
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
46
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Tulane University (Louisiana)
 Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Private Wealth Strategies LLC (Ohio)
Private Wealth Strategies LLC (Ohio) Investment ManagersFinance PWSL offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. | Finance |
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