Herb Chen Email & Phone Number
CEO, Chen Wealth Services, and Senior Financial Advisor
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Herb Chen Location
- Columbus, OH, US
Herb Chen Work
- CEO, Chen Wealth Services, and Senior Financial Advisor @ One Seven (We Are One Seven) (April 2022 - Present)
- CEO, Chen Wealth Services, and Senior Financial Advisor @ (February 2019 - October 2022)
- Vice President, Financial Advisor and Portfolio Manager @ (September 2013 - February 2019)
- SVP, Fund Manager and Huntington Family Office Director @ (December 2009 - September 2013)
- SVP, Senior Managing Director @ (September 2007 - December 2009)
- SVP, Senior Investment Officer @ (July 2003 - August 2007)
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 1 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Herb Chen?
Find contact details for 700 million professionals.
Others Named Herb Chen
Herbert Chen
Senior Associate Dean for Academic Affairs
Birmingham, AL, US
Herb Chen
Software Engineer
St. Louis, MO, US
Herbert Chen
Deputy Manager
Hsinchu, TW
Herb Chen
CEO, Chen Wealth Services, and Senior Financial Advisor
Columbus, OH, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co