Experienced consultant with a demonstrated history of serving in a fiduciary capacity for the best interest of clients. From discretionary portfolio management services for families to serving as an OCIO to institutions, Philip Chao manages client assets with prudence and due care. He also serves as a plan fiduciary for benefit plans subject to ERISA. In 2022 his company, Nexus338, launched iGPS to provide a personalized default investment solution for defined contribution retirement plans. This is a transformative solution that calibrates the appropriate investment risk level that is prudent for each plan participant. In 2023, Philip stated his own video-podcast, Tao of Chao. His diverse