Profil
joined Baird’s Birmingham office in 2001, and have more than 18 years of experience in the investment industry.
I specialize in estate planning services, asset protection, tax reduction strategies, wealth transfer planning, money management program development, and qualified plan evaluation and implementation.
My practice is based on trust, integrity and foresight.
I studied finance at the University of Colorado.
I am an active member of the Association of Chinese Americans, a non-profit group dedicated to the support of Asian culture in the U.S.
through scholarship funding, inner city projects and elderly care.
I also serve as chairman of the Association of Chinese Americans Business Network.
My wife, Kelly, and I live in Chesterfield Township.
We have a 19-year-old son, Christopher.
Ehemalige bekannte Positionen von Victor Whang
| Unternehmen | Position | Ende |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Portfolio Manager-Aktien | 01.01.2007 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Robert W. Baird & Co., Inc. (Equity) (Baird Equity Asset Management) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1971 and is a subsidiary of Baird Financial Corp., which is owned by Baird Financial Group, Inc. Baird Equity Asset Management is investment management department within Baird that provides investment management and other services to certain Baird Funds, which invests primarily in equity securities (Baird Equity Funds). The firm also serves as investment sub-adviser to a mutual fund series of the Principal Funds, Inc. | Finance |
