Bio

Irene Tsai, CFA, CFP®, ChFC®, CLU®

Irene Tsai, CFA, CFP®, ChFC®, CLU®

Director, Intermediaries & Client Service
Asset Management, Cincinnati

Irene joined the firm in 2015 and currently serves as the Director of Intermediaries & Client Service with Johnson Asset Management. Before coming to the firm, she worked at Nationwide Financial first as an Internal Annuity Sales and Service Analyst, and then as a Regional Internal Consultant. Irene has a passion for arts and has an extensive background in performing arts. She was recently a professional dancer with Sean Michael and Gavin Dance Collective in Dayton, Ohio and has appeared as a guest artist in several performances and festivals throughout most of her life.

Relevant Work Experience

Nationwide Financial, Regional Internal Consultant
Nationwide Financial,
Internal Annuity Sales and Service Analyst

Education

Denison University,
B.A. Economics and Music/Piano Performance
Fannie Judson Farrar Memorial Music Scholar

Community Involvement

CFP® Board  
WIN Mentor  
Women’s Initiative Advocate  
Financial Planning Association (FPA) Central Ohio
NextGen Committee
Sponsor
Financial Planning Association (FPA) Greater Indiana
Sponsor
Financial Planning Association (FPA) Northeastern Ohio
Membership Committee
NextGen Committee
Sponsor
Financial Planning Assopciation (FPA) Southwest Ohio
Board Member - Director of Membership
NextGen Committee

Memberships

CFA Institute
CFA Society of Cincinnati

Highlights & Recognition

Graduated Summa Cum Laude from Denison University