Leadership Team

​Philip Chao is the Founder and Chief Investment Officer of Experiential Wealth, where he advises families and institutions on navigating markets through disciplined macroeconomic insight and fiduciary stewardship. An SEC-registered Investment Adviser Representative, Philip leads the firm’s short- and long-term macroeconomic framework, which serves as a strategic overlay for client portfolio construction and risk management.

Experiential Wealth also provides ERISA fiduciary advisory (3(21)) and discretionary management (3(38)) services to employer-sponsored retirement plans, including 401(k), 403(b), and 457(b) programs, helping plan sponsors meet their obligations while improving participant outcomes.

Philip is also the Founder and CEO of Nexus338, an SEC-registered investment adviser focused exclusively on redefining retirement plan defaults. Nexus338’s proprietary Individualized Glide Path Solution (iGPS) is an industry-leading, multi-asset default investment solution that personalizes each participant’s portfolio using available recordkeeper data, without requiring participant engagement. Acting as a participant-level fiduciary, Nexus338 currently serves more than 400 plan sponsors, advancing a more precise and defensible standard of care in defined-contribution plans.

A passionate advocate for the fiduciary standard, Philip brings more than 35 years of industry experience across wealth management, retirement plan design, and institutional investing. In late 2025, he published From Save to Safe: A Personal Journey from Fragility to Resilience, which debuted as a #1 Amazon bestseller, blending professional insight with a deeply human perspective on financial security and longevity.

Philip is also the host of his podcast, Tao of Chao, where he engages in wide-ranging conversations with leaders in politics, academia, investing, and demography on the forces shaping markets, retirement, and society.

Known for his clarity, intellectual range, and fiduciary conviction, Philip Chao is a sought-after speaker at industry conferences and forums where he addresses topics including macroeconomics, retirement aging challenges, personalization at scale, and the future of fiduciary responsibility.

Eileen plays an integral and vital investment management role in quantifying and expressing client investment objectives in the portfolio construction process. She values the relationship and trust Experiential Wealth builds with its clients. She strives to reinforce that trust through portfolio monitoring and analysis to align each portfolio with stated client objectives. Eileen is responsible for conducting investment strategy search and manager analysis and preparing quarterly investment and portfolio performance reports. She is responsible for maintaining the firm’s portfolio management system and the execution of trade orders.

Eileen joined Experiential Wealth in 1997. Previously, she was the Assistant Manager for International Business Development at Win Kale Enterprise Co., where she was responsible for budgeting, forecasting, and operational analysis.

Eileen received her Bachelor of International Business from the Fu-Jen Catholic University in Taiwan and her MBA in finance from George Washington University. Eileen is a designated Chartered Financial Analyst (CFA) and a CFA Society of San Diego member.

Amanda works every day to add value and respond to clients with a sense of urgency and purpose. Her goal is to deliver the experience the Firm owes every client. Amanda prides herself in be anticipatory and responsive to all client matters where the Firm provides service.  From onboarding a client to serving as advocate and liaison with other service providers to deliver an efficient, hassle free and client centric experience.  She takes ownership of every challenge until it is overcome to each client’ satisfaction.

Amanda joined Experiential Wealth in 2005 and continues to be the valuable resource for client service and vendor management. 

Amanda graduated from the University of Maryland with a BA in Economics and from George Mason University with an MBA. She is currently completing her Certified Employee Benefit Specialist Certification (an International Foundation of Employee Benefit Plans sponsored program) from the Wharton School of Business. Amanda earned the designation of Group Benefits Associate.

Dr. Charles Tu is the Daniel F. Mulvihill Professor of Commercial Real Estate at the University of San Diego (USD). He is also the Director of the MS in Real Estate at USD School of Business Administration. Dr. Tu earned his Ph.D. from George Washington University (GWU) with concentrations in finance and real estate and completed work to receive the Chartered Financial Analyst (CFA) designation.

Dr. Tu is dedicated to conducting applied research that helps improve business decision-making. His research interest includes integrating finance and real estate with asset allocation, derivatives and alternative investments, and capital markets. He has published in the Journal of Portfolio Management, Journal of Fixed Income, and Journal of Real Estate Portfolio Management on topics such as commercial mortgage-backed securities (CMBS), real estate investment trusts (REITs), and institutional portfolio performance.

In addition to graduate, undergraduate, and continuing education courses at USD, Dr. Tu teaches advanced real estate finance courses for professional organizations such as the Urban Land Institute (ULI) and the Commercial Real Estate Development Association (NAIOP). He also authored Financial Literacy 101, a book that educates high school students about the importance of finance.