Paul Leung

Provides retail, investment, commercial banking, brand cards, securities sale & exchanges services

RS Investments provides investment advice to separately managed accounts and pooled investment vehicles across a range of investment strategies and styles. The firm offers value strategies, growth strategies, emerging markets, and international developed markets. In addition, they oversee the management of various fixed income strategies and a natural resources strategy (offered through the RS mutual funds). Sub-advisers manage the day-to-day investment programs of these strategies.

Victory Capital-IM is a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes.

Sterling Johnson Capital Management's (SJC) investment approach is based on the belief that superior investment returns are generated over the long-term through investments in under followed companies that are experiencing dramatic acceleration in earnings and revenue growth. The firm invests mainly in the stocks of small- and micro-cap companies with: (1) dramatically accelerating earnings (2) strong and improving financials (3) strong company relative price strength (4) strong industry relative price strength and (5) low institutional ownership/sponsorship. SJC may sell a position when there is declining relative price strength and/or decelerating earnings momentum. Relative industry price strength is also considered as a factor in sell decisions. The firm may also sell a stock if the fundamental reasons for purchasing the stock are no longer valid. Though not limited by sector, SJC tends to invest in the stocks of US small- and micro-cap companies in the electronic technology, health technology and technology services sectors. the firm maintains a high turnover rate.

Functions as a College/University

Ashfield Capital Partners’ investment philosophy and process emphasize favorable risk-adjusted, tax-efficient long-term growth and income (total return). The firm employs a highly disciplined and goals-based approach to investing and portfolio construction that is driven by client goals and objectives and supported by extensive experience and in-depth research. Their approach is to build thoughtful portfolios in a way that provides downside protection and excellent risk-adjusted returns. Ashfield Capital Partners utilizes a combination of top-down thematic and bottom-up approach.

Part of CBRE Group, Inc., Insignia/ESG, Inc. is a company based in New York, NY.

Provides investment banking services