Profiel
Mr. Brian Fu, CFA, is a Senior Investment Analyst at The Connable Office, Inc. He is part of the investment team and supports all aspects of the firm’s investment process, including individual stock selection, manager selection, asset allocation, and client portfolio management.
He holds a B.S.
in finance and actuarial sciences from the Stern School of Business at New York University.
He is a CFA charterholder and a member of the CFA Institute.
Actieve functies van Brian Fu
| Bedrijven | Functie | Begin |
|---|---|---|
The Connable Office, Inc.
 The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad. | Analyst-Equity | 01-06-2012 |
Opleiding van Brian Fu
| The Leonard N Stern School of Business | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
The Connable Office, Inc.
The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is a multi-family office headquartered in Kalamazoo, Michigan. The firm was founded in the late 1800s. They were acquired in 2024 by Cresset Capital Management LLC, a subsidiary of Cresset Manager LLC. The Connable Office provides wealth management and planning services to a limited number of client families throughout the US and abroad. | Finance |
