Profilo
Mr. John C.
Lui is a Managing Director & Chief Investment Strategist at Raab & Moskowitz Asset Management LLC.
Prior to joining Raab & Moskowitz in April of 2009, Mr. Lui spent 25 years with the Bank of New York, where he was a Managing Director and Senior Portfolio Manager for equity and fixed income portfolios.
He was President of United Commercial Bank's Wealth Management subsidiary.
He has been managing money since 1987.
He has experience managing small capitalization stocks and additional expertise in Asian financial markets.
Mr. Lui received his MBA in Finance from Pace University in 1985.
Posizioni attive di John C. Lui
| Società | Posizione | Inizio |
|---|---|---|
Raab & Moskowitz Asset Management LLC
Raab & Moskowitz Asset Management LLC Investment ManagersFinance CWM constructs individualized portfolios using US and international equities with bond and satellite investments tailored to the client's goals and in coordination with their other assets and obligations. The firm maintains their discipline of owning securities or high-quality companies with solid balance sheets and a long-term positive outlook. Their customized portfolio management strategies represent a core and satellite approach diversified by asset class and geographic region. | Portfolio Manager-Fixed Income | 01/04/2009 |
Precedenti posizioni note di John C. Lui
| Società | Posizione | Fine |
|---|---|---|
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Gestore di Portafoglio-Azioni | 31/03/2006 |
United Commercial Bank (San Francisco, California)
United Commercial Bank (San Francisco, California) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Formazione di John C. Lui
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
United Commercial Bank (San Francisco, California)
United Commercial Bank (San Francisco, California) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Pace University
Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Finance |
Raab & Moskowitz Asset Management LLC
Raab & Moskowitz Asset Management LLC Investment ManagersFinance CWM constructs individualized portfolios using US and international equities with bond and satellite investments tailored to the client's goals and in coordination with their other assets and obligations. The firm maintains their discipline of owning securities or high-quality companies with solid balance sheets and a long-term positive outlook. Their customized portfolio management strategies represent a core and satellite approach diversified by asset class and geographic region. | Finance |
















