Judith Cheng

Chief Investment Officer at Pacific Financial Group, Inc.

Finance

Consumer Services

Profile

Ms. Judith Cheng is a Chief Investment Officer at Pacific Financial Group, Inc. She 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.
Ms. Cheng is a CFA Charterholder and has earned Chartered Alternative Investment Analyst (CAIA) and Certified in Investment Performance Measurement (CIPM) designations.

Judith Cheng active positions

Companies	Position	Start
Pacific Financial Group, Inc. Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.	Chief Investment Officer	01/12/2022

All active positions of Judith Cheng

Former positions of Judith Cheng

Companies	Position	End
BNY Mellon Capital Markets LLC BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.	Corporate Officer/Principal	01/04/2022

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Training of Judith Cheng

University of British Columbia

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	2
Pacific Financial Group, Inc. Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.	Finance
BNY Mellon Capital Markets LLC BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.	Finance