Profilo
David Chu worked as a Portfolio Manager at various investment management firms including JPMorgan Investment Management, Emerald Advisers LLC, Invesco Advisers, Inc., Morgan Stanley Investment Management, Inc., Banc of America Capital Investors, and Willingdon Wealth Management LLC.
He also worked as a Research Analyst at Wachovia Wealth Management.
Prior to his career in finance, he earned an undergraduate degree from the University of Michigan and an MBA from the University of Pennsylvania.
Precedenti posizioni note di David Chu
Società | Posizione | Fine |
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Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Corporate Officer/Principal | - |
Willingdon Wealth Management LLC
Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Gestore di Portafoglio-Azioni | - |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Gestore di Portafoglio-Azioni | - |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Analyst-Equity | - |
Banc of America Capital Investors
Banc of America Capital Investors Investment ManagersFinance Founded in 1993, Banc of America Capital Investors is a private equity and mezzanine investment partnership that manages capital for Bank of America Corp. (NYSE: BAC) Headquartered in Charlotte, North Carolina, the firm is part of Bank of America's overall private equity and mezzanine investment business called Banc of America Equity Partners | Analista di Private Equity | - |
Formazione di David Chu
University of Michigan | Undergraduate Degree |
University of Pennsylvania | Masters Business Admin |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 7 |
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Emerald Advisers LLC
Emerald Advisers LLC Investment ManagersFinance Emerald Advisers, Inc. (Emerald) is a SEC-registered investment advisor headquartered in Leola, Pennsylvania. The firm was founded in 1991 by Joseph Besecker and Scott Rehr. They are a wholly-owned subsidiary of Emerald Asset Management PA LLC, ultimately held by 1251 Capital Group, Inc. Emerald provides discretionary advisory services to institutional, governmental, trusts, estates, charitable and high net worth individuals. | Finance |
Invesco Advisers, Inc.
Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Finance |
Banc of America Capital Investors
Banc of America Capital Investors Investment ManagersFinance Founded in 1993, Banc of America Capital Investors is a private equity and mezzanine investment partnership that manages capital for Bank of America Corp. (NYSE: BAC) Headquartered in Charlotte, North Carolina, the firm is part of Bank of America's overall private equity and mezzanine investment business called Banc of America Equity Partners | Finance |
Wachovia Wealth Management
Wachovia Wealth Management Investment ManagersFinance Wachovia Wealth Management is an investment management firm located in Winston-Salem North Carolina with an additional office in New York City. The firm is a division of Wells Fargo & Co. (NYSE: WFC) | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Finance |
Willingdon Wealth Management LLC
Willingdon Wealth Management LLC Investment ManagersFinance Willingdon Wealth Management LLC (Willingdon) is an investment management firm headquartered in Huntersville, North Carolina. The firm was founded by Lewis Kayes III in 2003 and they are a subsidiary of Execial Wealth Advisors LLC. Willingdon provides investment management services for high net-worth individuals and business owners. | Finance |
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