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Brian Zen, CFA  

Brian Zen is Founder and Chief Investment Strategist of ( Inc., a New York-based registered investment advisory firm. He also serves as Director of Research at (, a collaborative research co-op for investment analysts/advisors, next-generation superinvestor-kids and their parents. Previously, he served as Vice President at JPMorgan Chase and Janney Montgomery Scott. Brian holds a Chartered Financial Analyst (CFA)® charter and a Master of Business Administration degree in financial accounting from Bernard M. Baruch College, where he graduated suma cum lauda. He graduated from the executive program in value investing at Columbia Business School ...More
  • Description: Financial advisor. Trading frequency: Infrequent
  • Interests: Bonds, ETFs, Mutual funds, REITs, Stocks - long, Stocks - short, Tech stocks
Zenway Group Zenway Group is a New York-based registered investment advisory firm helping families and businesses to achieve better results at lower expenses. We bring simplicity and peace of mind to complex financial problems through a Zen-like focus on research excellence. Through tailored financial advice, research and ...More
Simple Wealth A research co-op for enlightened investors comparing notes and sharing best ideas.
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