Menty Chen

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Consumer Services

Finance

Profil

Ms. Meng Tian Chen, CFA, is a Portfolio Analyst at Private Wealth Strategies LLC (Ohio).
She received her undergraduate degree from The Ohio State University and a graduate degree from Tulane University (Louisiana).

Ehemalige bekannte Positionen von Menty Chen

Unternehmen	Position	Ende
Private Wealth Strategies LLC (Ohio) Private Wealth Strategies LLC (Ohio) Investment ManagersFinance PWSL offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation.	Analyst-Equity	-

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Unternehmensverbindungen

Private Unternehmen	3
Tulane University (Louisiana) Tulane University (Louisiana) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Ohio State University The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Private Wealth Strategies LLC (Ohio) Private Wealth Strategies LLC (Ohio) Investment ManagersFinance PWSL offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. The firm creates an Investment Policy Statement for each client, which outlines the client’s current situation (income, tax levels, and risk tolerance levels) and then constructs a plan to aid in the selection of a portfolio that matches each client's specific situation.	Finance