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ABOUT OUR LEADERSHIP
Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Our professionals strive to provide actionable business advice that allows businesses to save money, strategically scale and perform at peak operational efficiency.
Meet our leadership
Kelvin Wen
Partner
SAX Advisors LLC
Expertise: Consumer and Industrial Products & Services
New York, NY | 212.381.0872 | kwen@saxadvisorygroup.com
Education
- BA, Accounting and Finance, Baruch College>/li>
- MA, Accounting and Finance, Baruch College
About
Kelvin joined SAX as a Partner following the firm’s 2026 acquisition of CoMetrics Partners, where he previously served as a Managing Director. He brings deep experience in financial analytics, operational strategy, and performance improvement, helping businesses translate complex data into actionable insights that drive informed decision-making.
Originally from Shanghai, Kelvin later moved to New York City, where he earned both his bachelor’s and master’s degrees in accounting and finance from Baruch College. Earlier in his career, he spent two years with a professional services firm specializing in due diligence and collateral assessments for Tier One banks and asset-based lenders.
Kelvin has developed expertise in applying advanced analytics to build dynamic financial models, strategic forecasts, and business plans. He also brings in-depth knowledge in supply chain operations and inbound and outbound logistics, helping companies improve operational visibility, efficiency, and overall performance. In addition, Kelvin has hands-on experience on Amazon 1P and 3P businesses, allowing him to help clients optimize their Amazon operations.