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Jian H. Wang
Gestore di Portafoglio-Azioni presso Morse Asset Management, Inc.
Posizioni attive di Jian H. Wang
Società | Posizione | Inizio | Fine |
---|---|---|---|
Morse Asset Management, Inc.
![]() Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Gestore di Portafoglio-Azioni | - | - |
Storia della carriera di Jian H. Wang
Precedenti posizioni note di Jian H. Wang
Società | Posizione | Inizio | Fine |
---|---|---|---|
Morse, Williams & Co., Inc.
![]() Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Analyst-Equity | 01/01/1993 | 21/09/2009 |
Trading-Equity | 01/01/1993 | 03/05/2010 | |
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Analyst-Equity | 24/06/2010 | - |
Siemens Ltd. China
![]() Siemens Ltd. China Electronics DistributorsDistribution Services Siemens (China) Co., Ltd. is a joint venture company in China. It offers mobile phones & other electronic and comunications gadgets. The company is headquartered in Beijing, CN. | Corporate Officer/Principal | - | - |
Formazione di Jian H. Wang
Long Island University | Undergraduate Degree |
New York Institute of Technology | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Cina | 2 |
Posizioni
Analyst-Equity | 2 |
Trading-Equity | 1 |
Corporate Officer/Principal | 1 |
Settori
Finance | 4 |
Consumer Services | 3 |
Distribution Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
Morse, Williams & Co., Inc.
![]() Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Finance |
Siemens Ltd. China
![]() Siemens Ltd. China Electronics DistributorsDistribution Services Siemens (China) Co., Ltd. is a joint venture company in China. It offers mobile phones & other electronic and comunications gadgets. The company is headquartered in Beijing, CN. | Distribution Services |
Morse Asset Management, Inc.
![]() Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Finance |
Evercore Wealth Management LLC
![]() Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to high-net-worth multi-generational families, executives, business owners, foundations, endowments, and other private clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
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