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Jeffrey Moon Yun
Direttore/Membro del Consiglio presso David Lawrence Mental Health Center, Inc.
Profilo
Mr. Jeffrey M.
Yun is a Managing Director at Charles Schwab Investment Management, Inc. He is on the Board of Directors at David Lawrence Mental Health Center, Inc. He is on the Board of Directors at David Lawrence Mental Health Center, Inc. He also co-leads the Strategic Marketing Team which directs the Firm’s business development efforts.
He is a member of the Firm’s Executive and Risk Committees.
Prior to joining WSC in September 2009, Mr. Yun held the position of Senior Vice President at Private Capital Management LP, a registered investment advisor and wholly-owned subsidiary of Legg Mason, Inc., where he was responsible for managing relationships with Institutional consulting firms and high net worth platforms and clients.
Preceding his tenure at PCM, he held the position of Vice President and Director of Institutional Business Development at American Century Investments, where he oversaw sales and marketing efforts for the company’s separate account institutional business.
Mr. Yun earned his B.S.
in Psychology and Economics from St. Lawrence University.
Posizioni attive di Jeffrey Moon Yun
Società | Posizione | Inizio |
---|---|---|
David Lawrence Mental Health Center, Inc.
![]() David Lawrence Mental Health Center, Inc. Hospital/Nursing ManagementHealth Services David Lawrence Mental Health Center, Inc. operates as a non-profit organization that provides behavioral health solutions. The firm offers programs and services designed to treat mental health and substance abuse patients, as well as provides programs for prevention, intervention, and treatment for children and adults. The company was founded in 1968 and is headquartered in Naples, FL. | Direttore/Membro del Consiglio | 06/12/2018 |
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Membro del Comitato di Investimento | 10/08/2020 |
Precedenti posizioni note di Jeffrey Moon Yun
Società | Posizione | Fine |
---|---|---|
Adviser Holdings LLC
![]() Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Membro del Comitato di Investimento | 10/08/2020 |
Formazione di Jeffrey Moon Yun
St. Lawrence University | Undergraduate Degree |
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 |
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Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
David Lawrence Mental Health Center, Inc.
![]() David Lawrence Mental Health Center, Inc. Hospital/Nursing ManagementHealth Services David Lawrence Mental Health Center, Inc. operates as a non-profit organization that provides behavioral health solutions. The firm offers programs and services designed to treat mental health and substance abuse patients, as well as provides programs for prevention, intervention, and treatment for children and adults. The company was founded in 1968 and is headquartered in Naples, FL. | Health Services |
Adviser Holdings LLC
![]() Adviser Holdings LLC Investment ManagersFinance Founded in 1987, Adviser Holdings LLC is a registered investment advisor headquartered in Naples, Florida. The firm's clients include institutional investors, high net-worth individuals, wealth management groups and family offices. | Finance |
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