Irene Tsai, CFA, CFP®, ChFC®, CLU®
Vice President, Business Development
Career
Irene Tsai joined Fort Washington in 2024 and is responsible for leading institutional business development in the Tristate area. She also oversees the strategic development of the intermediaries' initiative.
Prior to Fort Washington, Tsai was director of intermediaries for Johnson Asset Management in Cincinnati, where she served as a founding architect of the division. Additionally, she was a member of Johnson Investment Counsel’s (JIC) Family Office Services portfolio management team. Prior to JIC, she worked at Nationwide Financial in Columbus, Ohio, as a regional internal consultant, specializing in annuities and life insurance. Tsai brings more than 13 years of institutional business development, relationship management, and investment management experience to Fort Washington.
Education, Designations & Community Service
Tsai earned BAs in Economics and Music (Piano) Performance from Denison University. She holds the Chartered Financial Analyst (CFA), the CERTIFIED FINANCIAL PLANNER™ (CFP), Chartered Financial Consultant® (ChFC®), and Chartered Life Underwriter® (CLU®) designations. Tsai is active in the Cincinnati community, serving as a past President for the Board of Directors of the Financial Planning Association of Southwest Ohio and a founding member of the All Ohio FPA Symposium. She is a member of the CFA Society of Cincinnati, the Association of Asian American Investment Managers, and ACE NextGen. Additionally, she is a Women’s Initiative mentor for the CFP® Board and an ambassador and past featured leader for the Collaborative WIM Initiative.
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