Jennifer Kwan
Keine laufenden Positionen mehr
Profil
Ms. Jennifer Kwan is an Associate at Windrose Advisors LLC.
She works closely with the CIO and senior investment analysts to research managers and conduct due diligence on investment opportunities.
She is also involved in building asset allocation and transition plans, performing data and scenario analysis.
She currently serves on the steering committee of the New England Venture Network and is a volunteer consultant at Main Street Partners.
Prior to joining Windrose Advisors in 2013, Ms. Kwan worked at Spinnaker Capital LLC as a private equity analyst.
She monitored existing investments in funds and companies across various industries and assisted senior members at Spinnaker to structure transactions on new and follow-on investments.
Previously, she worked at large financial institutions such as Merrill Lynch and John Hancock, and at the Federal Reserve Bank of Boston.
She graduated summa cum laude from Northeastern University with a BS in Business Administration, with a concentration in Finance and Accounting.
Ehemalige bekannte Positionen von Jennifer Kwan
Unternehmen | Position | Ende |
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Windrose Advisors LLC
Windrose Advisors LLC Investment ManagersFinance Windrose Advisors LLC (Windrose) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by William Heitin and David Lowe in 2009 as Fireman Capital Advisors LLC. Windrose delivers sophisticated, highly customized, financial advice to a select group of high net-worth individuals, families, charitable foundations, and pooled investment vehicles. | Analyst-Equity | - |
Spinnaker Capital LLC
Spinnaker Capital LLC Investment ManagersFinance Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts. | Private-Equity-Analyst | - |
Ausbildung von Jennifer Kwan
Northeastern University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Spinnaker Capital LLC
Spinnaker Capital LLC Investment ManagersFinance Spinnaker Capital LLC (Spinnaker Capital) is a private equity firm founded in 1997 by Tas Parafestas. The firm headquartered in Boston, Massachusetts. | Finance |
Windrose Advisors LLC
Windrose Advisors LLC Investment ManagersFinance Windrose Advisors LLC (Windrose) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by William Heitin and David Lowe in 2009 as Fireman Capital Advisors LLC. Windrose delivers sophisticated, highly customized, financial advice to a select group of high net-worth individuals, families, charitable foundations, and pooled investment vehicles. | Finance |