AeroLeads people directory · profile

Brian Zen, Cfa® Email & Phone Number

Chief Investment Strategist at Zenway Group
Location: Winter Garden, Florida, United States 8 work roles 4 schools
1 work email found @zenway.com 2 phones found area 646 and 212 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email b****@zenway.com
Direct phone (646) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Chief Investment Strategist
Location
Winter Garden, Florida, United States
Company size

Who is Brian Zen, Cfa®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Brian Zen, Cfa® is listed as Chief Investment Strategist at Zenway Group, a company 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.

Company email context

Email format at Zenway Group

This section adds company-level context without repeating Brian Zen, Cfa®'s masked contact details.

*@zenway.com
71% confidence

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

Company context helps verify the profile and gives searchers a useful next step.

Zenway Group
Zenway Group
Chief Investment Strategist
Winter Garden, FL, US
Website
Employees
1
AeroLeads page
8 roles · 34 years

Brian Zen, Cfa® work experience

A career timeline built from the work history available for this profile.

Chief Investment Strategist

Winter Garden, FL, US

Real Estate Investor/Developer

Current

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.

Apr 2022 - Present

Chief Investment Strategist

Current

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.

Nov 2007 - Present

Charterholder And Member

Current
Cfa Institute

Became a Chartered Financial Analyst (CFA) charterholder in 2004

2004 - Present ~22 yrs 5 mos

Adjunct Associate Professor

Queens, NY, US

Teach investment research and Graham-Buffett Value Investing.

Jan 2000 - Sep 2011

Vice President - Investments

New York, NY, US

Oversee investment portfolios for high net worth clients.

Jan 2006 - Nov 2007

Vice President - Compass Portfolio Manager

Philadelphia, US

Manage investment portfolios for high net worth individuals and businesses.

1994 - 2004 ~10 yrs

Quantum Portfolio Manager

San Francisco, California, US

Structure portfolios for high net worth clients.

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.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.