Professional Experience:
Serving as Chief Investment Officer at Zenway Group. Prior work experience: Served as vice president at JPMorgan Chase, Janney Montgomery Scott, and Prudential-Bache Securities. Studied value investing at its birthground – Columbia University. Taught ...
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Professional Experience:
Serving as Chief Investment Officer at Zenway Group. Prior work experience: Served as vice president at JPMorgan Chase, Janney Montgomery Scott, and Prudential-Bache Securities. Studied value investing at its birthground – Columbia University. Taught investment research at the graduate school of St. John's University. Have been building a "Latticework of Mental Models" by combining the Western worldly wisdom of Buffett, Munger and Graham with the Eastern philosophy of Confucius, Lao Tzu and Buddha.
SBUX | Starbucks Corporation |
Chief Investment Strategist | |
Zenway Group | |
November 2007 - Present (14 years 9 months) | |
JOB FUNCTION |
Charterholder and Member | |
CFA Institutre | |
2004 - Present (18 years 8 months) | |
Became a Chartered Financial Analyst (CFA) charterholder in 2004 |
Adjunct Associate Professor | |
St. John's University | |
January 2000 - September 2011 (11 years 11 months) | |
Teach investment research and Graham-Buffett Value Investing. |
Vice President - Investments | |
JPMorgan Chase | |
January 2006 - November 2007 (1 year 11 months) | |
Oversee investment portfolios for high net worth clients |
St. Johns University, The Peter J. Tobin College of Business | |
2000 / 2010 | |
Faculty, Investment Analysis |
Columbia University - Columbia Business School | |
Executive Program | |
2005 / 2006 | |
Value Investing |
Baruch College | |
MBA | |
1991 / 1993 | |
Financial Accounting |
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