Brian Zen is Founder and Chief Investment Officer of Inc., a New York-based registered investment advisory firm. He also serves as Director of Research at, a collaborative research co-op for investment advisors and aspiring investors. Previously, he served as Vice President at JPMorgan Chase and Janney Montgomery Scott. He also served as a Quantum Portfolio Manager at Prudential Securities. Brian holds a Chartered Financial Analyst (CFA)® charter and a Master of Business Administration degree in financial accounting from Bernard M. Baruch College, where he graduated suma cum lauda. He is also a graduate of the executive program in value investing at Columbia Business School. Brian is a member of New York Society of Security Analysts and a faculty member at the graduate school of St. John’s University teaching investment research.


Sherry Sun, PhD, serves as President of Corporate Advisory Group at Inc. She has served as Vice President of Risk Management at Citigroup. Prior to that, as Vice President of Decision Science at JP Morgan Chase. Sherry taught as an Assistant Professor at Kunming University of Science and Technology. Sherry served as a visiting scholar at George Washington Univ. in early of 90’s. Dr. Sun’s research findings have been published in 28 academic papers and 20 professional articles, appearing in Decision Sciences Journal, Operations Research in Airline Industry, Annals of Operations Research, Intelligent Engineering Systems Through Artificial Neural Networks, Cybernetics and Systems, Digital Fortune, etc. She also served as a Sr. adviser and columnist for Digital Fortune magazine. Sherry received her Ph.D. in Management Science from University of Maryland, College Park(UMCP), with a Paine Doctoral Award for Academic Achievement in 1995. She also held Master of Science degrees in Management Science from UMCP. She is the Executive Vice President of Chinese American Bankers Association (CABA). Her community contributions earned her an “Asia Leadership Award” from Bergen Community College, New Jersey in 2004.


Jiayue Sheng serves as an Independent Research Analyst at Inc. Previously he served as Investment Manager at Dalian Science & Technology Venture Capital Co. Ltd. He also served as Software Development Consultant at Dalian Jingchuang Consulting Co. Ltd. Jiayue graduated with Master of Science degree in Industrial Economics from Dalian University of Technology. He is expecting a Master of Business Administration degree in Finance from St. John’s University.


Pierre R. Barreau serves as an Independent Executive Coach at Inc. Pierre is an entrepreneur and private investor experienced in leadership and communication coaching workshops where he applies his expertise in performing arts to help corporate athletes achieve peak performance under stressful situations. He has lead business leadership workshops using techniques of relaxation, meditation, and stress reduction. Pierre holds a Master’s degree in Performing Arts from University of Michigan, a Bachelor’s degree in Performing Arts from The Juilliard School. Pierre is certified in the Commonwealth of Massachusetts to teach communication and performing arts. He speaks English, Haïtian and French.


Sheng Huang serves as Independent Tax Planning Specialist at Inc. Previously, Sheng served as an internal auditor at Consolidated Edison Company of New York. He also served as an accountant at APRIL Management Consulting Co. Ltd and Fujian Institute of Electric and Design. Sheng holds a Bachelor of Accounting and a Bachelor of Finance degree from Tianjin University of Finance and Economics. He is expecting a Master of Accounting degree from St. John’s University.


Liming Li is an Independent Research Associate at Inc. Liming graduated with honors from Shanghai Institute Of Foreign Trade with a Bachelor of Art degree in Business Administration. He had financial analysis work experience at Philips Electronics and Bank of Communications in China. As a winner of the Robert H. Hammond Memorial Scholarship, Liming is expecting a Masters of Science degree in Risk Management and Insurance from St. John’s University.


Yan Zhang serves as a Research Assistant for Inc. Previously, Yan served as a pediatrician in Jinan Central Hospital in China. Yan graduated from Shangdong Medical University with a Doctor of Medicine degree.


Hilary Zen serves as an Assistant Coordinator of Zenway Money MindTM training programs for the kids of our associates and clients. She is an honor student enrolled in the New York City Gifted & Talented Class at P.S. 124 Yung Wing School, one of the most selective program in New York. Hilary is an award-winning pianist at Musipire Professional Music School. (Click here to watch her music/math gene at work.) With help from her parents, Hilary founded to give kids an early start in Graham-Buffett investment training, mental math, business drawings, singings and Financial Tai Chi. (As we solemnly dedicate ourselves to Zenway’s long journey of creating one of the best investment firms in history, we believe it’s never too early to develop our next generation talents.)

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