Jian Wong
Analyst-Equity bei Luminate Wealth Management & Insurance Services
Aktive Positionen von Jian Wong
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Luminate Wealth Management & Insurance Services
 Luminate Wealth Management & Insurance Services Investment ManagersFinance Part of The Northwestern Mutual Life Insurance Co., Luminate Wealth Management & Insurance Services provides investment advice. The company is based in Irvine, CA. | Analyst-Equity | 01.12.2021 | - |
| Portfolio Manager-Aktien | 01.12.2021 | - |
Karriereverlauf von Jian Wong
Ehemalige bekannte Positionen von Jian Wong
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Forté Capital LLC
 Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Analyst-Equity | 01.11.2015 | 01.11.2021 |
| Portfolio Manager-Aktien | 01.11.2015 | 01.11.2021 |
Ausbildung von Jian Wong
| Rochester Christian University | Graduate Degree |
| Stanford University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 5 |
Operativ
| Analyst-Equity | 2 |
| Portfolio Manager-Equities | 2 |
| Graduate Degree | 2 |
Sektoral
| Finance | 3 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Forté Capital LLC
Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions. | Finance |
Luminate Wealth Management & Insurance Services
Luminate Wealth Management & Insurance Services Investment ManagersFinance Part of The Northwestern Mutual Life Insurance Co., Luminate Wealth Management & Insurance Services provides investment advice. The company is based in Irvine, CA. | Finance |
