Calvin Lee

GAMMA Investing LLC (GAMMA) is an independent registered investment advisor headquartered in San Francisco, California. The firm was founded by Lorraine Y. Wang in 2020. GAMMA offers discretionary and non-discretionary portfolio management services to wealth management intermediaries and institutional investors.

BlackRock Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in Princeton, New Jersey. The firm was founded in 1999 and is a subsidiary of Trident Merger LLC, ultimately held by BlackRock, Inc. (NYSE: BLK). BIM manages assets for institutional and high net worth clients, separate accounts, pooled investment vehicles and US registered investment companies. They also sponsor an SMA (wrap fee) program.