Philip Shih Ling Chao
Chief Executive Officer at Experiential Wealth Inc.
Profile
Mr. Philip S.
Chao is a Principal & Founder at Experiential Wealth Inc. He founded Experiential Wealth (formerly Chao & Company) in 1992 to provide families, and institutions with independent and thoughtful investment management and financial advice.
Mr. Chao is the firm’s Chief Investment Officer setting customized investment guidelines and adopting forward-looking capital market assumptions in constructing portfolios for the firm’s wealth management clients as well as foundations and endowments.
He received his undergraduate degree from the University of Southern California.
Philip Shih Ling Chao active positions
Companies | Position | Start |
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Experiential Wealth Inc.
Experiential Wealth Inc. Investment ManagersFinance Experiential Wealth, Inc. is an independent investment manager headquartered in Cabin John, Maryland. The firm was founded by Philip S.L. Chao in 1992 as Chao & Co. Ltd. and changed their legal name to Experiential Wealth, Inc. in 2019. They provide financial and investment advice and portfolio management services to individuals, families, foundations and institutions. | Chief Executive Officer | 1991-12-31 |
Training of Philip Shih Ling Chao
University of Southern California | Undergraduate Degree |
Experiences
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Private companies
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1st degree connections
1st degree companies
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Private companies | 1 |
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Experiential Wealth Inc.
Experiential Wealth Inc. Investment ManagersFinance Experiential Wealth, Inc. is an independent investment manager headquartered in Cabin John, Maryland. The firm was founded by Philip S.L. Chao in 1992 as Chao & Co. Ltd. and changed their legal name to Experiential Wealth, Inc. in 2019. They provide financial and investment advice and portfolio management services to individuals, families, foundations and institutions. | Finance |
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