James Todd Wong
Membro del Comitato di Investimento presso Payden & Rygel
Profilo
Mr. James T.
Wong, CFA MBA, is a Managing Director at Payden & Rygel.
He is also a Co-Manager of both the domestic large-cap and global equity strategies.
He has worked with firm's equity products since their inception.
He has nearly 20 years of equity portfolio management experience, during which he has managed the breadth of equity styles and market capitalizations.
He has extensive experience managing long/short portfolios, creating hedging strategies using derivatives and developing customized investment solutions for client specific needs.
He is also a member of the Investment Policy Committee.
Before joining Payden & Rygel, he was a Trader at the Union Bank of Switzerland where he focused on mortgage-backed securities.
Previously, he was in the corporate finance group at Salomon Brothers Inc.
Mr. Wong earned an MBA degree from The Anderson School at the University of California, Los Angeles with an emphasis in Finance and a Bachelor of Science degree in Economics from The Wharton School, University of Pennsylvania with a concentration in Finance.
Posizioni attive di James Todd Wong
| Società | Posizione | Inizio |
|---|---|---|
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Membro del Comitato di Investimento | 01/07/1995 |
Precedenti posizioni note di James Todd Wong
| Società | Posizione | Fine |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Corporate Officer/Principal | 30/06/1995 |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Corporate Officer/Principal | - |
Formazione di James Todd Wong
| University of Pennsylvania | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel is a privately-owned, registered investment adviser headquartered in Los Angeles, California. The firm was founded by Joan Payden in 1983. They provide a full range of investment strategies and solutions to institutions and individual investors. | Finance |
UBS Securities LLC
UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Finance |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Finance |
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