Mingdong Tan
Portefeuillebeheerder-Aandelen bij HighTower Advisors LLC
Profiel
Mr. Mingdong Tan is a Managing Director & Partner at HighTower Advisors LLC.
He leads equity trading.
His primary focus is ensuring clients are invested according to their individual needs, risk tolerance and aspirations.
He brings tailored solutions to the unique needs of Chinese clients as he assists them in multi-generational wealth transfer and retirement planning.
Mr. Tan was previously employed as a Vice President by Morgan Stanley Smith Barney Private Management LLC.
He began his career in wealth management with Dr. Eugene Lerner’s former practice, Disciplined Investment Advisors in 2001.
His work included developing and maintaining the firm's operation system as well as coding and implementing computer programs that selected suitable securities from the S&P Compustat database for client portfolios.
From 2002 to 2012, he served as Vice President at the Lerner Group at Morgan Stanley Smith Barney.
Mr. Tan has a Bachelor’s degree in Economics and Business Law from Hua Zhong University of Science and Technology.
He received his Master of Science degree in Management Information Systems from Northern Illinois University.
Actieve functies van Mingdong Tan
| Bedrijven | Functie | Begin |
|---|---|---|
HighTower Advisors LLC
 HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portefeuillebeheerder-Aandelen | 01-07-2012 |
Eerdere bekende functies van Mingdong Tan
| Bedrijven | Functie | Einde |
|---|---|---|
Morgan Stanley Smith Barney Private Management LLC
 Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | - |
Opleiding van Mingdong Tan
| University of Illinois | Graduate Degree |
| Huazhong University of Science & Technology | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |