Herb Chen Email & Phone Number
CEO, Chen Wealth Services, and Senior Financial Advisor
5 free lookup(s).
Herb Chen Location
- Columbus, OH, US
Herb Chen Work
- 2022 -now CEO, Chen Wealth Services, and Senior Financial Advisor @ One Seven (We Are One Seven)
- 2019 -2022 CEO, Chen Wealth Services, and Senior Financial Advisor @
- 2013 -2019 Vice President, Financial Advisor and Portfolio Manager @
- 2009 -2013 SVP, Fund Manager and Huntington Family Office Director @
- 2007 -2009 SVP, Senior Managing Director @
- 2003 -2007 SVP, Senior Investment Officer @
Herb Chen Education
- NYU Stern School of Business
MBA (Finance, Information Systems, Management)
1991-1995 - Carnegie Mellon University
BS (Finance and Information Systems)
1983-1987
Herb Chen Skills
- Wealth Management Services
- Mutual Funds
- Portfolio Management
- Wealth Management
- Asset Allocation
- Equities
- Wealth
- Alternative Investments
- Fixed Income
- Family Office
- Investment Management
- Investments
- Capital Markets
- Financial Services
- Finance
Herb Chen Summary
- Herb Chen, based in Columbus, OH, US, is currently a CEO, Chen Wealth Services, and Senior Financial Advisor at One Seven (We Are One Seven). Herb Chen brings experience from previous roles at Raymond James, Merrill Lynch, Huntington Bank and Sterling, a National City Company. Herb Chen holds a 1991 - 1995 MBA in Finance, Information Systems, Management @ NYU Stern School of Business. With a robust skill set that includes Wealth Management Services, Mutual Funds, Portfolio Management, Wealth Management, Asset Allocation and more. Herb Chen has 2 mobile phone numbers on RocketReach.
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Herb Chen
CEO, Chen Wealth Services, and Senior Financial Advisor
Columbus, OH, US
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