AeroLeads people directory · profile
Philip Chao 趙希麟 Email & Phone Number
Chief Investment Officer, Chief Executive Offier
at
Experiential Wealth, Inc.
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Investment Officer, Chief Executive Offier
Location
Cabin John, Maryland, United States
Company size
Who is Philip Chao 趙希麟? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Philip Chao 趙希麟 is listed as Chief Investment Officer, Chief Executive Offier at Experiential Wealth, Inc., a with 7 employees, based in Cabin John, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Philip Chao 趙希麟.
Philip Chao 趙希麟 previously worked as Chief Investment Officer at Experiential Wealth, Inc. and Managing Member, Founder at Nexus338. Philip Chao 趙希麟 holds Bs, Biolgical Sciences from University Of Southern California.
Company email context
Email format at Experiential Wealth, Inc.
This section adds company-level context without repeating Philip Chao 趙希麟's masked contact details.
Experiential Wealth, Inc.
Review company-level records connected to Philip Chao 趙希麟 before choosing the right outreach path.
Profile bio
About Philip Chao 趙希麟
Experienced consultant with a demonstrated history of serving in a fiduciary capacity for the best interest of clients. From discretionary portfolio management services for families to serving as an OCIO to institutions, Philip Chao manages client assets with prudence and due care. He also serves as a plan fiduciary for benefit plans subject to ERISA.In 2022 his company, Nexus338, launched iGPS to provide a personalized default investment solution for defined contribution retirement plans. This is a transformative solution that calibrates the appropriate investment risk level that is prudent for each plan participant.In 2023, Philip started his own video-podcast, Tao of Chao. His diverse interest in investing, behavioral economics, and macro economics are evident in his conversations with experts.
Current workplace
Philip Chao 趙希麟's current company
Company context helps verify the profile and gives searchers a useful next step.
Experiential Wealth, Inc.
5 roles · 38 years
Philip Chao 趙希麟 work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
CurrentPhilip, an investment advisor representative, serves as the firm's Chief Investment Officer and portfolio manager. The firm offers OCIO and portfolio management services primarily to ERISA plan sponsors, corporate clients, endowments, tax-exempt organizations and foundations. On a selective basis, the firm also offers investment advice and discretionary portfolio management to high net worth individuals and families.Experiential Wealth serves as a retirement plan fiduciary investment consultant under ERISA 3(21). As a “prudent expert” co-fiduciary for ERISA and fiduciary steward clients in meeting their investment fiduciary duties, the firm subscribes to The Foundation for Fiduciary Studies Prudent Investment Practices in promoting a prudent process for investment management. Due to the fee-only compensation model and allegiance to the strict standard of not accepting compensation or remuneration from any third party, allows the firm to act as a disinterested party for the sole benefit of its clients. The firm also serves as a discretionary investment manager under ERISA 3(38) and takes on full and complete fiduciary responsibility for plan assets.This profile is for informational purposes only. Nothing in this profile should be construed as an offer or solicitation of investment. Reference to SEC registration does not imply a certain skill or training level nor is it intended to imply the firm has been or will be endorsed or approved by any regulator.Investment advice offered through Pensionmark Financial Group, LLC (“Pensionmark”). Pensionmark is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark and Experiential Wealth are unaffiliated entities.
Jan 1991 - Present
Managing Member, Founder
CurrentNexus338 is an Investment Adviser registered with the U.S. SEC. Its offers fiduciary investment management services to retirement plans (including Pooled Employer Plans) and as a fiduciary for managed account services on the asset allocation/glidepath level as well as to individual participant accounts.
Jun 2021 - Present
Managing Member, Founder
Current
Independent Fiduciary Services
IFS offers independent third party directed trustee services to government contractors subject to health and welfare benefit fringe contributions.
Sep 2017 - Present
Principal
Seifert, Chao & Sanfilippo
Personal Financial PlanningInvestment Management ServicesCorporate Advisory
1989 - 1991
~2 yrs
Team & coworkers
Colleagues at Experiential Wealth, Inc.
Other employees you can reach at chaoco.com. View company contacts for 7 employees →
1 education record
Philip Chao 趙希麟 education
-
University Of Southern California
FAQ
Frequently asked questions about Philip Chao 趙希麟
Quick answers generated from the profile data available on this page.
What company does Philip Chao 趙希麟 work for?
Philip Chao 趙希麟 works for Experiential Wealth, Inc..
What is Philip Chao 趙希麟's role at Experiential Wealth, Inc.?
Philip Chao 趙希麟 is listed as Chief Investment Officer, Chief Executive Offier at Experiential Wealth, Inc..
Where is Philip Chao 趙希麟 based?
Philip Chao 趙希麟 is based in Cabin John, Maryland, United States while working with Experiential Wealth, Inc..
What companies has Philip Chao 趙希麟 worked for?
Philip Chao 趙希麟 has worked for Experiential Wealth, Inc., Nexus338, Independent Fiduciary Services, and Seifert, Chao & Sanfilippo.
Who are Philip Chao 趙希麟's colleagues at Experiential Wealth, Inc.?
Philip Chao 趙希麟's colleagues at Experiential Wealth, Inc. include Lihong Li, Jason Tu, and Eileen Huang, Cfa.
How can I contact Philip Chao 趙希麟?
You can use AeroLeads to view verified contact signals for Philip Chao 趙希麟 at Experiential Wealth, Inc., including work email, phone, and LinkedIn data when available.
What schools did Philip Chao 趙希麟 attend?
Philip Chao 趙希麟 holds Bs, Biolgical Sciences from University Of Southern California.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial