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Karriereverlauf von Tony Cao
Ehemalige bekannte Positionen von Tony Cao
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
ProManage LLC
![]() ProManage LLC Investment ManagersFinance ProManage LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Bob Cohen in 1999 and has been providing managed account or asset allocation services to retirement plans, first as Strategic Financial Concepts and then after a merger with ProManage, Inc. in 2004, as ProManage LLC. They became an independent firm through a management buyout in September 2015. In 2023, the firm became a wholly owned subsidiary of Smart Managed Solutions, Inc., ultimately owned by Smart Pension Ltd. in Great Britain. ProManage provides investment advisory services to defined contributions (such as 401(k), 403(b) and 457) plans and their sponsors. | Analyst-Equity | 01.02.2012 | 01.04.2021 |
Ausbildung von Tony Cao
Illinois Institute of Technology | Graduate Degree |
Roosevelt University | Graduate Degree |
The Hong Kong Polytechnic University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Hong Kong | 2 |
Operativ
Graduate Degree | 2 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sektoral
Consumer Services | 4 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
---|---|
ProManage LLC
![]() ProManage LLC Investment ManagersFinance ProManage LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Bob Cohen in 1999 and has been providing managed account or asset allocation services to retirement plans, first as Strategic Financial Concepts and then after a merger with ProManage, Inc. in 2004, as ProManage LLC. They became an independent firm through a management buyout in September 2015. In 2023, the firm became a wholly owned subsidiary of Smart Managed Solutions, Inc., ultimately owned by Smart Pension Ltd. in Great Britain. ProManage provides investment advisory services to defined contributions (such as 401(k), 403(b) and 457) plans and their sponsors. | Finance |