Profiel
Mr. John C.
Lui is a Managing Director & Chief Investment Strategist at Raab & Moskowitz Asset Management LLC.
Prior to joining Raab & Moskowitz in April of 2009, Mr. Lui spent 25 years with the Bank of New York, where he was a Managing Director and Senior Portfolio Manager for equity and fixed income portfolios.
He was President of United Commercial Bank's Wealth Management subsidiary.
He has been managing money since 1987.
He has experience managing small capitalization stocks and additional expertise in Asian financial markets.
Mr. Lui received his MBA in Finance from Pace University in 1985.
Actieve functies van John C. Lui
| Bedrijven | Functie | Begin |
|---|---|---|
Raab & Moskowitz Asset Management LLC
Raab & Moskowitz Asset Management LLC Investment ManagersFinance CWM constructs individualized portfolios using US and international equities with bond and satellite investments tailored to the client's goals and in coordination with their other assets and obligations. The firm maintains their discipline of owning securities or high-quality companies with solid balance sheets and a long-term positive outlook. Their customized portfolio management strategies represent a core and satellite approach diversified by asset class and geographic region. | Portfolio Manager-Fixed Income | 01-04-2009 |
Eerdere bekende functies van John C. Lui
| Bedrijven | Functie | Einde |
|---|---|---|
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Portefeuillebeheerder-Aandelen | 31-03-2006 |
United Commercial Bank (San Francisco, California)
United Commercial Bank (San Francisco, California) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Opleiding van John C. Lui
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 | 4 |
|---|---|
United Commercial Bank (San Francisco, California)
United Commercial Bank (San Francisco, California) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Pace University
Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Finance |
Raab & Moskowitz Asset Management LLC
Raab & Moskowitz Asset Management LLC Investment ManagersFinance CWM constructs individualized portfolios using US and international equities with bond and satellite investments tailored to the client's goals and in coordination with their other assets and obligations. The firm maintains their discipline of owning securities or high-quality companies with solid balance sheets and a long-term positive outlook. Their customized portfolio management strategies represent a core and satellite approach diversified by asset class and geographic region. | Finance |
















