AeroLeads people directory · profile
Brian Zen, Cfa® Email & Phone Number
Chief Investment Strategist
at
Zenway Group
1 work email found
@zenway.com
2 phones found area 646 and 212
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Strategist
Location
Winter Garden, Florida, United States
Company size
Who is Brian Zen, Cfa®? Overview
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Quick answer
Brian Zen, Cfa® is listed as Chief Investment Strategist at Zenway Group, a with 1 employees, based in Winter Garden, Florida, United States. AeroLeads shows a work email signal at zenway.com, phone signal with area code 646, 212, and a matched LinkedIn profile for Brian Zen, Cfa®.
Brian Zen, Cfa® previously worked as Real Estate Investor/Developer at Realty Hub and Charterholder and Member at Cfa Institute. Brian Zen, Cfa® holds Executive Program, Value Investing from Columbia Business School.
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Email format at Zenway Group
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*@zenway.com
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AeroLeads found 1 current-domain work email signal for Brian Zen, Cfa®. Compare company email patterns before reaching out.
Profile bio
About Brian Zen, Cfa®
ZENWAY GROUPinvestment management & research • tax & estate planning • analyst & advisor trainingZenway Group is a New York-based registered investment advisory firm. With a Zen-like focus and dedication for research excellence, and through a team of investment experts, tax professionals and financial strategists, we help busy people like you to maximize upside investment success and minimize downside risks. By cutting down your taxes, fees and hassles, we bring you financial peace of mind. Therefore, our name: A Zenway to Financial Freedom.We provide exciting career opportunities for people interested in joining the investment business, arguably the best business on earth.Professional Experience:Serving as Chief Investment Officer at Zenway Group. Prior work experience: Served as vice president at JPMorgan Chase, Janney Montgomery Scott, and Prudential-Bache Securities. Studied value investing at its birthground – Columbia University. Taught investment research at the graduate school of St. John's University. Have been building a "Latticework of Mental Models" by combining the Western worldly wisdom of Buffett, Munger and Graham with the Eastern philosophy of Confucius, Lao Tzu and Buddha.Specialties: We are seeking clients and partners to expand our investment management practice. We provide exciting career and partnership opportunities to the aspiring investment advisors and money managers.Visit us at: http://zenway.com - peace-of-mind wealth management
Listed skills include Investments, Investment Strategies, Portfolio Management, Asset Management, and 24 others.
Current workplace
Brian Zen, Cfa®'s current company
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Zenway Group
8 roles · 35 years
Brian Zen, Cfa® work experience
A career timeline built from the work history available for this profile.
Real Estate Investor/Developer
CurrentBrian Zen, CFA, a.k.a Prof. Brain “Dr.” Zen, a Real Estate Investor and Developer at US Realty Hub, LLC, helps clients identify investment opportunities, find dream homes, craft buy/sell strategies and build real estate investment and development careers that could dramatically improve the financial results of their lifetime.Previously, Brian served as vice president at JPMorgan Chase and portfolio manager at Prudential-Bache Securities and Janney Montgomery Scott, while teaching graduate-level investment analysis at St. John’s University. Brian was a Bernard Baruch Fellow and graduated summa cum laude from Bernard M. Baruch College with an MBA in financial accounting. He is also a graduate of Columbia University’s executive program in Graham-Buffett Value Investing and remains an ardent disciple of Warren Buffett style value investing in both stocks and real estates.In his spare time, Brian authored “Superinvestor Digest” and created the Zenway Money Mind™ talent development program for CSA Institute, where he serves as the professor and “Money Mind Doctor™” that prescribes mental rewiring and next-generation financial intelligence to investors, traders, and businesses. Brian’s life passion is to teach people how to “fish” and make the craft of wealth creation simple and fun.郑博仁, CFA, 特许证券分析师,《股神真经》和《龙爸战歌》作者，美国地产枢纽公司地产经纪，曾任圣翰大学(St.John's University)商学研究院金融教授，美国摩根大通集团(JPMorgan Chase)副总裁、美国杰尼盟投资银行(Janney Montgomery Scott)副总裁，普天寿财团(Prudential)投资经理。他曾在哥伦比亚大学(Columbia University)高管研究班研读"价值投资”，曾获纽约市立大学博儒商学院(Bernard Baruch College, CUNY) 财经专业工商管理硕士全额奖学金，著有《股市赢家―从穷光蛋到投资专家》一书。郑博仁的《股市赢家》在2013年被评为最佳投资实战书籍之一。他十九岁时的《人脑革命》论文，得到过团中央和中国作家协会嘉奖。郑博仁一直追随股神巴菲特，潜心学习和研究股神的投资理念20余年，是巴菲特的忠实门徒。
Apr 2022 - Present
Chief Investment Strategist
CurrentZenway Group provides financial IQ tutoring for kids and coaching for parents. We offer hands-on wealth creation apprenticeship in person and online teaching our unique financial worksheets and mental exercises designed to empower the human mind for wealth creation. Through a network of financial IQ coaches and investment advisors, we help families to achieve better financial results with lower fees, taxes and hassles.JOB FUNCTION► Manage investment portfolios for our clients to maximize their financial success and minimize their taxes, fees and hassles.► Recruit and train investment advisors and researchers to identify opportunities that can create meaningful wealth and make a difference in the lives of our clients..For a free strategy report about Zenway Hassle-free Investing, please visit: http://zenway.com
Nov 2007 - Present
Charterholder And Member
Current
Cfa Institute
Became a Chartered Financial Analyst (CFA) charterholder in 2004
2004 - Present
~22 yrs 7 mos
Adjunct Associate Professor
Teach investment research and Graham-Buffett Value Investing.
Jan 2000 - Sep 2011
Vice President - Investments
Oversee investment portfolios for high net worth clients.
Jan 2006 - Nov 2007
Vice President - Compass Portfolio Manager
Manage investment portfolios for high net worth individuals and businesses.
1994 - 2004
~10 yrs
1992 - 1994
~2 yrs
4 education records
Brian Zen, Cfa® education
Executive Program, Value Investing
Columbia Business School
Faculty, Investment Analysis
St. John'S University, The Peter J. Tobin College Of Business
Mba, Financial Accounting
Baruch College
Master Of Business Administration - Mba, Accounting And Finance
Baruch College
FAQ
Frequently asked questions about Brian Zen, Cfa®
Quick answers generated from the profile data available on this page.
What company does Brian Zen, Cfa® work for?
Brian Zen, Cfa® works for Zenway Group.
What is Brian Zen, Cfa®'s role at Zenway Group?
Brian Zen, Cfa® is listed as Chief Investment Strategist at Zenway Group.
What is Brian Zen, Cfa®'s email address?
AeroLeads has found 1 work email signal at @zenway.com for Brian Zen, Cfa® at Zenway Group.
What is Brian Zen, Cfa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 646, 212 for Brian Zen, Cfa® at Zenway Group.
Where is Brian Zen, Cfa® based?
Brian Zen, Cfa® is based in Winter Garden, Florida, United States while working with Zenway Group.
What companies has Brian Zen, Cfa® worked for?
Brian Zen, Cfa® has worked for Zenway Group, Realty Hub, Cfa Institute, St. John'S University, and Jpmorgan Chase.
How can I contact Brian Zen, Cfa®?
You can use AeroLeads to view verified contact signals for Brian Zen, Cfa® at Zenway Group, including work email, phone, and LinkedIn data when available.
What schools did Brian Zen, Cfa® attend?
Brian Zen, Cfa® holds Executive Program, Value Investing from Columbia Business School.
What skills is Brian Zen, Cfa® known for?
Brian Zen, Cfa® is listed with skills including Investments, Investment Strategies, Portfolio Management, Asset Management, Strategy, Finance, Entrepreneurship, and Wealth Management.
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