Jennifer Xu
Portefeuillebeheerder-Aandelen bij Advisor Partners II LLC
Profiel
Ms. Jennifer Xu is a Senior Portfolio Manager at Advisor Partners II LLC.
She leads the investment management team and overseas portfolio implementation and risk management.
Additionally, she interfaces directly with firm clients and provides quantitative portfolio analysis.
Ms. Xu was previously employed as a Senior Portfolio Manager by Advisor Partners LLC.
She obtained a BA in Economics and Actuarial Sciences from the University of Illinois at Urbana-Champaign and a Masters degree in Statistics from Columbia University.
Actieve functies van Jennifer Xu
| Bedrijven | Functie | Begin |
|---|---|---|
Advisor Partners II LLC
 Advisor Partners II LLC Investment ManagersFinance Advisor Partners II LLC (Advisor Partners) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm is related to Pathstone Family Office LLC (Pathstone) as a result of common control and ownership. Pathstone is a multi-family office investment advisory practice owned by Pathstone Holdings LLC. Advisor Partners provides discretionary investment advisory, sub-advisory and consulting services primarily to clients of registered investment advisers (RIA) and financial institutions through two distinct investment programs: Separately Managed Accounts (SMA) and Model Portfolio Consulting (MPC). | Portefeuillebeheerder-Aandelen | - |
Eerdere bekende functies van Jennifer Xu
| Bedrijven | Functie | Einde |
|---|---|---|
Advisor Partners LLC
 Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Analyst-Equity | 15-08-2022 |
Opleiding van Jennifer Xu
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| University of Illinois | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Advisor Partners LLC
Advisor Partners LLC Investment ManagersFinance Advisor Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. It was founded by Andrew Rudd and Dennis Clark in 2001. In 2022, the firm was acquired by Pathstone Family Office LLC, a subsidiary of Pathstone Holdings LLC. Advisor Partners provides discretionary investment advice and management to individual clients of registered investment advisers (RIAs) and financial institutions through two distinct investment programs: separately managed accounts and model portfolio consulting. | Finance |
Advisor Partners II LLC
Advisor Partners II LLC Investment ManagersFinance Advisor Partners II LLC (Advisor Partners) is a SEC-registered investment advisor and wealth management firm headquartered in Walnut Creek, California. The firm is related to Pathstone Family Office LLC (Pathstone) as a result of common control and ownership. Pathstone is a multi-family office investment advisory practice owned by Pathstone Holdings LLC. Advisor Partners provides discretionary investment advisory, sub-advisory and consulting services primarily to clients of registered investment advisers (RIA) and financial institutions through two distinct investment programs: Separately Managed Accounts (SMA) and Model Portfolio Consulting (MPC). | Finance |
