Ling Wei Hew
Analyst-Equity bij Envestnet Asset Management, Inc.
Profiel
Ms. Ling Wei Hew, CFA, is a Vice President & Senior Investment Analyst at Envestnet Asset Management, Inc. In this role, she is responsible for overseeing the team of analysts responsible for conducting research and due diligence on third-party, multi-asset, strategist managers featured on the firm’s platform, and enhancing the development of the firm’s research in this area.
In addition, Ms. Hew also serves on the investment committee for Envestnet Retirement Solutions and leads the strategist working group.
Prior to joining Envestnet PMC in 2016, Ms. Hew spearheaded the research on ETF managed portfolio strategies at Morningstar, Inc. In this role, she was responsible for educating key industry players on best practice standards and industry trends through the publication of white papers, landscape reports, and firm and strategy due diligence.
Ms. Hew holds a bachelor’s degree in economics from Wellesley College.
She has earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles.
Actieve functies van Ling Wei Hew
| Bedrijven | Functie | Begin |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Analyst-Equity | 01-06-2016 |
Eerdere bekende functies van Ling Wei Hew
| Bedrijven | Functie | Einde |
|---|---|---|
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Corporate Officer/Principal | - |
Opleiding van Ling Wei Hew
| Wellesley College | 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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| Bedrijven in privébezit | 2 |
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Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Finance |
