Kai Xiong
Direttore degli Investimenti presso The Tarbox Family Office, Inc.
Profilo
Mr. Kai Xiong, CFA, is a Chief Investment Officer at The Tarbox Family Office, Inc. He helps lead investment strategy, asset allocation, and research for the firm.
Prior to his role at Tarbox, he was Senior Portfolio Manager at Index Fund Advisors, a registered investment advisor, where he evaluated managers, constructed models, implemented portfolios, and monitored investment results.
He holds the Chartered Financial Analyst (CFA) designation and earned his Bachelor of Science degree in Business Administration from the University of California Berkeley.
Posizioni attive di Kai Xiong
Società | Posizione | Inizio |
---|---|---|
The Tarbox Family Office, Inc.
The Tarbox Family Office, Inc. Investment ManagersFinance Founded in 1985, The Tarbox Group, Inc. is a registered investment management firm located in Newport Beach, California. | Direttore degli Investimenti | 01/03/2023 |
Precedenti posizioni note di Kai Xiong
Società | Posizione | Fine |
---|---|---|
Index Fund Advisors, Inc.
Index Fund Advisors, Inc. Investment ManagersFinance Index Fund Advisors, Inc. (IFA) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Mark T. Hebner in 1999. IFA offers customized investment management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other types of business entities. | Gestore di Portafoglio-Azioni | 01/03/2023 |
Formazione di Kai Xiong
University of California, Berkeley | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 2 |
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The Tarbox Family Office, Inc.
The Tarbox Family Office, Inc. Investment ManagersFinance Founded in 1985, The Tarbox Group, Inc. is a registered investment management firm located in Newport Beach, California. | Finance |
Index Fund Advisors, Inc.
Index Fund Advisors, Inc. Investment ManagersFinance Index Fund Advisors, Inc. (IFA) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Mark T. Hebner in 1999. IFA offers customized investment management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other types of business entities. | Finance |
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