Bio
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(513) 661-3100
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. She holds the Chartered Financial Analyst (CFA), the Certified Financial Planner (CFP®), the Chartered Financial Consultant (ChFC®), and the Chartered Life Underwriter (CLU®) designations. Before coming to the firm, Irene 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