The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced that Judith Cheng has joined the leadership team as Chief Investment Officer.
Judith has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon. She spent her early career in diverse roles at Northwestern Mutual and Royal Bank of Canada. Her previous work has focused on portfolio construction, market analysis, manager research, and multi-asset model investment portfolios. She is skilled at managing and rebalancing investment portfolios and developing market related thought leadership.
“We have big ambitions to grow our turnkey asset management platform and model portfolio marketplace” says TPFG Co-CEO Megan Meade. “Judith’s background and expertise is ideally aligned with our company vision and strategic priorities. We’re fortunate to have her.”
Judith is a CFA Charterholder and has earned Chartered Alternative Investment Analyst (CAIA) and Certified in Investment Performance Measurement (CIPM) designations. She has also obtained FINRA Series 7 and Series 63 certifications.