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Julia Sze
Direttore/Membro del Consiglio presso CAVCO INDUSTRIES, INC.
Patrimonio netto: 1 M $ in data 31/05/2024
Profilo
Julia W.
Sze is an Independent Director at Cavco Industries, Inc., Turtle Beach Corp., and Tern Bicycles.
She is also a former Managing Director at Sonen Capital LLC, Managing Director-Impact Investing at Arabella Advisors LLC, and Trustee at Marin Community Foundation.
Additionally, she served as a Director at New Resource Bank and New Resource Bancorp.
Ms. Sze received her undergraduate and graduate degrees from Stanford University in 1989 and 1990, respectively.
Partecipazioni note in società pubbliche
Società | Data | Numero di azioni | Valorizzazione | Data di valutazione |
---|---|---|---|---|
CAVCO INDUSTRIES, INC.
0.03% | 03/06/2024 | 2 250 ( 0.03% ) | 803 700 $ | 31/05/2024 |
TURTLE BEACH CORPORATION
0.12% | 12/04/2024 | 25 441 ( 0.12% ) | 421 812 $ | 31/05/2024 |
Posizioni attive di Julia Sze
Società | Posizione | Inizio |
---|---|---|
CAVCO INDUSTRIES, INC. | Direttore/Membro del Consiglio | 29/05/2019 |
TURTLE BEACH CORPORATION | Direttore/Membro del Consiglio | 05/12/2022 |
Tern Bicycles
![]() Tern Bicycles Motor VehiclesConsumer Durables Tern Bicycles designs electric cargo bikes, Bosch ebikes, and folding bikes for families. Tern Bicycles is based in Taipei, Taiwan. The Taiwanese company creates the best ebikes that can safely carry kids and cargo. | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Julia Sze
Società | Posizione | Fine |
---|---|---|
New Resource Bank
![]() New Resource Bank Regional BanksFinance New Resource Bank engages in the provision of commercial banking services. It offers commercial and non-profit lending, cash management, certificates of deposit, checking accounts, debit and credit cards, savings and money market, and online banking services. The company was founded by Peter K. Liu, Gregory H. Kats and Richard J. Holmstrom on September 19, 2006 and is headquartered in San Francisco, CA. | Direttore/Membro del Consiglio | 01/01/2017 |
Marin Community Foundation
![]() Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Marin Community Foundation engages in the provision of philanthropic contributions to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community's quality of life. The company was founded in January 1987 and is headquartered in Novato, CA. | Direttore/Membro del Consiglio | 01/01/2017 |
New Resource Bancorp
![]() New Resource Bancorp Regional BanksFinance New Resource Bancorp provides banking solutions through the New Resource Bank. It specializes in commercial lending, asset-based lending, nonprofit lending, cash management, impact checking, debit and credit card, impact savings and money market, and online banking. The company was founded on March 2, 2017 and is headquartered in San Francisco, CA. | Direttore/Membro del Consiglio | - |
Sonen Capital LLC
![]() Sonen Capital LLC Investment ManagersFinance Sonen Capital LLC (Sonen) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Stuart Davidson and Raul Pomares in 2011. Sonen provides fee-based investment advisory and investment management services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations, private funds, and other business entities. | Corporate Officer/Principal | - |
Arabella Advisors LLC
![]() Arabella Advisors LLC Miscellaneous Commercial ServicesCommercial Services Arabella Advisors LLC provides strategic guidance for effective philanthropy. The firm specializes in advocacy, collaboration, convening and facilitation, fiscal sponsorship, governance and compliance, grants management, and impact investing. The company was founded by Eric Kessler in 2005 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
Formazione di Julia Sze
Stanford University | Graduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Società quotate in Borsa | 2 |
---|---|
CAVCO INDUSTRIES, INC. | Consumer Durables |
TURTLE BEACH CORPORATION | Consumer Durables |
Aziende private | 6 |
---|---|
Sonen Capital LLC
![]() Sonen Capital LLC Investment ManagersFinance Sonen Capital LLC (Sonen) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Stuart Davidson and Raul Pomares in 2011. Sonen provides fee-based investment advisory and investment management services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations, private funds, and other business entities. | Finance |
Marin Community Foundation
![]() Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Marin Community Foundation engages in the provision of philanthropic contributions to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community's quality of life. The company was founded in January 1987 and is headquartered in Novato, CA. | Miscellaneous |
New Resource Bank
![]() New Resource Bank Regional BanksFinance New Resource Bank engages in the provision of commercial banking services. It offers commercial and non-profit lending, cash management, certificates of deposit, checking accounts, debit and credit cards, savings and money market, and online banking services. The company was founded by Peter K. Liu, Gregory H. Kats and Richard J. Holmstrom on September 19, 2006 and is headquartered in San Francisco, CA. | Finance |
Arabella Advisors LLC
![]() Arabella Advisors LLC Miscellaneous Commercial ServicesCommercial Services Arabella Advisors LLC provides strategic guidance for effective philanthropy. The firm specializes in advocacy, collaboration, convening and facilitation, fiscal sponsorship, governance and compliance, grants management, and impact investing. The company was founded by Eric Kessler in 2005 and is headquartered in Washington, DC. | Commercial Services |
New Resource Bancorp
![]() New Resource Bancorp Regional BanksFinance New Resource Bancorp provides banking solutions through the New Resource Bank. It specializes in commercial lending, asset-based lending, nonprofit lending, cash management, impact checking, debit and credit card, impact savings and money market, and online banking. The company was founded on March 2, 2017 and is headquartered in San Francisco, CA. | Finance |
Tern Bicycles
![]() Tern Bicycles Motor VehiclesConsumer Durables Tern Bicycles designs electric cargo bikes, Bosch ebikes, and folding bikes for families. Tern Bicycles is based in Taipei, Taiwan. The Taiwanese company creates the best ebikes that can safely carry kids and cargo. | Consumer Durables |
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