Contributor's Links: Zen Way - Wealth Management

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 ... more

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Hungry For Returns? Try Wendy's/Arby's Group
WEN's financial performance and margin suffered after the founder’s death and years of bickering with its largest shareholder, Nelson Beltz. After some initial digging, we believe there is hidden value in the company.
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Work Experience

Chief Investment Strategist
Zenway Group
November 2007 - Present (11 years 10 months)

JOB FUNCTION
► Manage investment portfolios for our clients to maximize their financial success and minimize their taxes, fees and hassles.
► Recruit and train investment advisors and researchers to identify opportunities that can create meaningful wealth and make a difference in the lives of our clients..

For a free strategy report about Zenway Hassle-free Investing, please visit: http://zenway.com

Charterholder and Member
CFA Institutre
2004 - Present (15 years 9 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

Education

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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