Brian Wang
Portefeuillebeheerder-Aandelen bij Capital Advantage, Inc.
Profiel
Mr. Brian Wang, CFA MBA, is a Portfolio Manager at Capital Advantage, Inc. He joined Capital Advantage in 2021.
He began his career as a Sales Assistant with Banc of America Securities in San Francisco in 2000.
He then worked in the Portfolio Services Group at AssetMark, followed by multiple positions with Allianz Global Investors, including Compliance Manager and Head of Investment Operations for Managed Accounts.
Most recently, Brian served as Operations Manager and Portfolio Trader for Consilium Wealth Management.
He received his undergraduate degree from the University of California, Berkeley and an MBA from San Francisco State University.
Actieve functies van Brian Wang
| Bedrijven | Functie | Begin |
|---|---|---|
Capital Advantage, Inc.
 Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Portefeuillebeheerder-Aandelen | 01-01-2021 |
Opleiding van Brian Wang
| University of California, Berkeley | Undergraduate Degree |
| San Francisco State University | Masters Business Admin |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Capital Advantage, Inc.
Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Finance |
