Menty Chen

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Consumer Services

Finance

Profile

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).

Former positions of Menty Chen

Companies	Position	End
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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Training of Menty Chen

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Linked companies

Private companies	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

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