Tracy Zhao

Portfolio Manager-Fixed Income bei Wellington Square Advisors, Inc.

Finance

Consumer Services

Aktive Positionen von Tracy Zhao

Unternehmen	Position	Beginn	Ende
Wellington Square Advisors, Inc. Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards.	Portfolio Manager-Fixed Income	01.05.2021	-
	Analyst-Festverzinsliche Wertpapiere	01.05.2020	01.05.2021

Unternehmen	Position	Beginn	Ende
IA Clarington Investments, Inc. IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.	Corporate Officer/Principal	01.07.2018	01.05.2020

McGill University

Undergraduate Degree

International

Kanada

Operativ

Analyst-Fixed Income	1
Portfolio Manager-Fixed Income	1
Corporate Officer/Principal	1

Sektoral

Finance	3
Consumer Services	2

Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Private Unternehmen	2
Wellington Square Advisors, Inc. Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards.	Finance
IA Clarington Investments, Inc. IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.	Finance

Private Unternehmen

Finance