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Profiles
Ken Ye, Portfolio Manager
Mr. Ye has been successfully helping hundreds of clients achieve their financial dreams, and his expertise is in investment portfolio management. In January 2006, he founded PWMG (Professional Wealth Management Group), through which he plans cases for clients with a group of professionals, such as attorney, CPA, real estate expert, insurance experts and more. As a registered investment advisor, he can add value to your financial plan with his professional knowledge and expertise. He has the following designations and professional licenses: RIA, Series 7, 24 and 66. He obtained his Bachelor Degrees in Economics and Finance from University of California, Berkeley.
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Benson Tsai, Co-founder
Mr. Tsai has been investing and trading securities since 1998 using fundamental, technical, and chart pattern analysis with An Xi Investment Company, LTD., a holding company based in Taiwan. He is specialized in short term and momentum play of the market. Prior to co-founding Guiding Star Group, LLC, Mr. Tsai serves in Coast Capital Corporation as Fund Operation & Accounting Assistant where he gained in depth knowledge of fund accounting and corporate finance. He received his Bachelors of Science in Business Administrative from San Jose State University with concentration in Finance.
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