Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Brian Chen is listed as Family Office Services Director: Investment, Accounting, Philanthropy and Lifestyle Management at Tectonic Advisors, a company with 9 employees, based in Atherton, California, United States. AeroLeads shows a matched LinkedIn profile for Brian Chen.
Brian Chen previously worked as Managing Director & Family Office Investment Advisor at Tectonic Advisors and Director - Family Office Services at Salient. Brian Chen holds Master Of Business Administration (Mba), Finance from University Of St. Thomas (Tx).
This section adds company-level context without repeating Brian Chen's masked contact details.
Review company-level records connected to Brian Chen before choosing the right outreach path.
I help families make wise investments, so they can focus on the people and causes they love most. As a Certified Financial Planner®️ and Chartered Alternative Investment Analyst, I leverage my expertise in financial planning and my long-held passion for money management to advise clients on strategic and socially responsible investments.
Listed skills include Real Estate, Residential Homes, Investment Properties, Entrepreneurship, and 16 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
California，USA
Tectonic Advisor’s Family Office Services division partners with ultra-high net worth families to manage their complex financial, philanthropic, and estate matters. I spearhead our team’s efforts to build and protect family wealth through strategic and socially responsible investments and educating families on financial affairs. As a Certified Financial.
Houston, Texas Area
► Provided comprehensive financial management services to ultra-high net worth families, including tax planning, estate strategies, investment management, gifting, philanthropy and family governance► Designed and stewarded public and private investment portfolios, and assessed risks for each client family
Other employees you can reach at tectonicadvisors.com. View company contacts for 9 employees →
Kelly Hackett
Colleague at Tectonic Advisors
Houston, Texas, United States, United States
View →
MB
Michelle Baird
Colleague at Tectonic Advisors
United States, United States
View →
CK
Carla Keck
Colleague at Tectonic Advisors
Plano, Texas, United States, United States
View →
CR
Christian Roberts
Colleague at Tectonic Advisors
Dallas, Texas, United States, United States
View →
JA
Juaquin Arellano, Cpa, Cfp®
Colleague at Tectonic Advisors
Houston, Texas, United States, United States
View →
Quick answers generated from the profile data available on this page.
Brian Chen works for Tectonic Advisors.
Brian Chen is listed as Family Office Services Director: Investment, Accounting, Philanthropy and Lifestyle Management at Tectonic Advisors.
Brian Chen is based in Atherton, California, United States while working with Tectonic Advisors.
Brian Chen has worked for Tectonic Advisors and Salient.
Brian Chen's colleagues at Tectonic Advisors include Kelly Hackett, Michelle Baird, Carla Keck, Christian Roberts, and Juaquin Arellano, Cpa, Cfp®.
You can use AeroLeads to view verified contact signals for Brian Chen at Tectonic Advisors, including work email, phone, and LinkedIn data when available.
Brian Chen holds Master Of Business Administration (Mba), Finance from University Of St. Thomas (Tx).
Brian Chen is listed with skills including Real Estate, Residential Homes, Investment Properties, Entrepreneurship, Small Business, Sellers, Real Estate Development, and Property Management.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Brian Chen you were looking for.
