Brian Zen, Cfa®

Brian Zen, Cfa® Email and Phone Number

Chief Investment Strategist @ Zenway Group
Winter Garden, FL, US
Brian Zen, Cfa®'s Location
Winter Garden, Florida, United States, United States
Brian Zen, Cfa®'s Contact Details

Brian Zen, Cfa® work email

Brian Zen, Cfa® personal email

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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

Brian Zen, Cfa®'s Current Company Details
Zenway Group

Zenway Group

View
Chief Investment Strategist
Winter Garden, FL, US
Website:
zenway.com
Employees:
1
Brian Zen, Cfa® Work Experience Details
  • Zenway Group
    Chief Investment Strategist
    Zenway Group
    Winter Garden, Fl, Us
  • Realty Hub
    Real Estate Investor/Developer
    Realty Hub Apr 2022 - Present
    Orlando, Florida, Us
    Brian 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。
  • Zenway Group
    Chief Investment Strategist
    Zenway Group Nov 2007 - Present
    Zenway 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
  • Cfa Institute
    Charterholder And Member
    Cfa Institute 2004 - Present
    Became a Chartered Financial Analyst (CFA) charterholder in 2004
  • St. John'S University
    Adjunct Associate Professor
    St. John'S University Jan 2000 - Sep 2011
    Queens, Ny, Us
    Teach investment research and Graham-Buffett Value Investing.
  • Jpmorgan Chase
    Vice President - Investments
    Jpmorgan Chase Jan 2006 - Nov 2007
    New York, Ny, Us
    Oversee investment portfolios for high net worth clients.
  • Janney Montgomery Scott
    Vice President - Compass Portfolio Manager
    Janney Montgomery Scott 1994 - 2004
    Philadelphia, Us
    Manage investment portfolios for high net worth individuals and businesses.
  • Prudential Securities
    Quantum Portfolio Manager
    Prudential Securities 1992 - 1994
    San Francisco, California, Us
    Structure portfolios for high net worth clients.

Brian Zen, Cfa® Skills

Investments Investment Strategies Portfolio Management Asset Management Strategy Finance Entrepreneurship Wealth Management Investment Advisory Investment Management Financial Modeling Equities Financial Analysis Equity Research Valuation Financial Planning Hedge Funds Alternative Investments Fixed Income Strategic Financial Planning Private Equity Securities Mutual Funds Bloomberg Equity Valuation Capital Markets Stock Picking Asset Managment

Brian Zen, Cfa® Education Details

  • Columbia Business School
    Columbia Business School
    Value Investing
  • St. John'S University, The Peter J. Tobin College Of Business
    St. John'S University, The Peter J. Tobin College Of Business
    Investment Analysis
  • Baruch College
    Baruch College
    Financial Accounting
  • Baruch College
    Baruch College
    Accounting And Finance

Frequently Asked Questions about Brian Zen, Cfa®

What company does Brian Zen, Cfa® work for?

Brian Zen, Cfa® works for Zenway Group

What is Brian Zen, Cfa®'s role at the current company?

Brian Zen, Cfa®'s current role is Chief Investment Strategist.

What is Brian Zen, Cfa®'s email address?

Brian Zen, Cfa®'s email address is ze****@****ail.com

What is Brian Zen, Cfa®'s direct phone number?

Brian Zen, Cfa®'s direct phone number is +164638*****

What schools did Brian Zen, Cfa® attend?

Brian Zen, Cfa® attended Columbia Business School, St. John's University, The Peter J. Tobin College Of Business, Baruch College, Baruch College.

What skills is Brian Zen, Cfa® known for?

Brian Zen, Cfa® has skills like Investments, Investment Strategies, Portfolio Management, Asset Management, Strategy, Finance, Entrepreneurship, Wealth Management, Investment Advisory, Investment Management, Financial Modeling, Equities.

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