Joe Chin
Gestore di Portafoglio-Azioni presso Cambiar Investors LLC
Profilo
Mr. Joseph S.
Chin, CFA, is an Investment Principal at Cambiar Investors LLC.
He has over 24 years of experience.
Prior to joining Cambiar in 2019, he worked at Obermeyer Wood Investment Counsel, where he was a Portfolio Manager and Senior Analyst.
He began his investment career as a Senior Research Analyst at Marsico Capital.
Mr. Chin received a BA in Economics from Wesleyan University and holds the Chartered Financial Analyst designation.
Posizioni attive di Joe Chin
Società | Posizione | Inizio |
---|---|---|
Cambiar Investors LLC
Cambiar Investors LLC Investment ManagersFinance Cambiar Investors LLC (Cambiar) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1973 and is wholly owned by Cambiar Holdings LLLP. Cambiar provides investment services to Mutual Funds and Separate Accounts for individuals and institutions, as well as to a collective investment trust for certain retirement assets. | Gestore di Portafoglio-Azioni | 01/01/2019 |
Precedenti posizioni note di Joe Chin
Società | Posizione | Fine |
---|---|---|
Obermeyer Wood Investment Counsel LLLP
Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Analyst-Equity | 03/01/2019 |
Wood Investment Counsel LLC
Wood Investment Counsel LLC Investment ManagersFinance Wood Investment Counsel LLC is a registered investment advisor located in Denver, Colorado. The firm was formed in 2012 through a merger of Wood & Co. and Davis Capital Management. They provide investment management services to a variety of investors including high net-worth individuals, families and family offices, charitable organizations and retirement plans. | Analyst-Equity | 30/09/2014 |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Corporate Officer/Principal | - |
AIM Investments Ltd.
AIM Investments Ltd. Financial ConglomeratesFinance AIM Investments Ltd. operates as an investment company. The company is headquartered in Gibraltar. | Corporate Officer/Principal | - |
The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Gestore di Portafoglio-Azioni | 06/01/2009 |
Formazione di Joe Chin
Wesleyan University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 8 |
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The Boston Company Asset Management LLC
The Boston Company Asset Management LLC Investment ManagersFinance Founded in 1970, The Boston Company Asset Management LLC is a registered investment advisor headquartered in Boston, Massachusetts. The firm is a subsidiary of BNY Mellon Asset Management North America Corp. and their ultimate parent is the Bank of New York Mellon Corp. (NYSE: BK). They provide discretionary and non-discretionary investment advisory services to institutional investors in the form of separate accounts, registered mutual funds, private funds that are exempt from registration in the US, wrap programs, UMA programs and to other investment advisors through sub-advisory agreements. | Finance |
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance A subsidiary of Lehman Brothers Holdings, Inc., Lehman Brothers, Inc. is a broker/dealer headquartered in New York City. They provide global equity and fixed research. The equity research department covers more than 100 sectors. They use a fundamental, quantitative, strategic and tactical research approach. In addition to these Lehman has also developed special products, such as 10 uncommon values and 10 uncommon eurovalues. | Finance |
Cambiar Investors LLC
Cambiar Investors LLC Investment ManagersFinance Cambiar Investors LLC (Cambiar) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1973 and is wholly owned by Cambiar Holdings LLLP. Cambiar provides investment services to Mutual Funds and Separate Accounts for individuals and institutions, as well as to a collective investment trust for certain retirement assets. | 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 |
Marsico Capital Management LLC
Marsico Capital Management LLC Investment ManagersFinance Marsico Capital Management LLC (MCM) is a SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded by Thomas “Tom” Marsico in 1997. MCM manages assets for mutual funds, corporate retirement plans, endowments, foundations, family offices, separately managed wrap programs, and other clients. The firm also serves as the investment adviser to the Marsico Funds. | Finance |
Wood Investment Counsel LLC
Wood Investment Counsel LLC Investment ManagersFinance Wood Investment Counsel LLC is a registered investment advisor located in Denver, Colorado. The firm was formed in 2012 through a merger of Wood & Co. and Davis Capital Management. They provide investment management services to a variety of investors including high net-worth individuals, families and family offices, charitable organizations and retirement plans. | Finance |
AIM Investments Ltd.
AIM Investments Ltd. Financial ConglomeratesFinance AIM Investments Ltd. operates as an investment company. The company is headquartered in Gibraltar. | Finance |
Obermeyer Wood Investment Counsel LLLP
Obermeyer Wood Investment Counsel LLLP Investment ManagersFinance Obermeyer Wood Investment Counsel LLLP (Obermeyer Wood) is a SEC-registered investment adviser headquartered in Aspen, Colorado. The firm was founded in 2014 through the merger of Obermeyer Asset Management Co. and Wood Investment Counsel LLC. They are ultimately owned by Walter R. Obermeyer Holdings, Inc. Obermeyer Wood provides advisory services to individuals, high-net worth individuals, trusts, pension and profit-sharing plans, charitable organizations and endowments, government entities, corporations, and other business entities. | Finance |
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