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- Judith Cheng, CFA, CAIA, CIPM
Judith Cheng, CFA, CAIA, CIPM
Judith Cheng was most recently the Chief Investment Officer of The Pacific Financial Group, Inc. She was responsible for overseeing the portfolio management team and all investment strategies. Ms. Cheng conducted and oversaw manager due diligence for the firm, chaired the Investment Committee, and was responsible for regulatory reporting. Prior experience includes Vice President, Investment Platforms and Research at DWS; Investment Strategist at Bank of New York Mellon where she was providing analyses on multi-asset portfolio construction and model portfolios.
Previously, Ms. Cheng also worked as an Investment Analyst at Northwestern Mutual, and as an Associate at RBC Wealth Management. Ms. Cheng has extensive experience in mutual funds, exchange-traded funds, multi-asset portfolios and market research. Ms. Cheng has a B.A. in Political Science from the University of British Columbia and currently pursuing her MBA at The Wharton School of the University of Pennsylvania. Ms. Cheng is a Chartered Financial Analyst (CFA®), Chartered Alternative Investment Analyst (CAIA®), and holds a Certificate in Investment Management Performance Measurement (CIPM®).