Kevin Wang
Analyst-Equity presso WCM Investment Management LLC
Profilo
Mr. Kevin Wang is a Business Analyst at WCM Investment Management LLC.
He joined WCM in 2020; his primary responsibility is equity research for our global ESG strategies.
Since he began his investment career in 2013, his experience includes a position as Investment Associate at The Gordon and Betty Moore Foundation where he focused on the foundation's public equities portfolio.
Previously, he worked in investment banking at Jefferies Group and Canaccord Genuity.
He earned his B.S.
in Economics from Duke University (North Carolina) and his M.B.A.
from Columbia Business School (New York).
Posizioni attive di Kevin Wang
| Società | Posizione | Inizio |
|---|---|---|
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Analyst-Equity | 01/01/2020 |
Precedenti posizioni note di Kevin Wang
| Società | Posizione | Fine |
|---|---|---|
Canaccord Genuity LLC
 Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Corporate Officer/Principal | - |
| Jefferies Group LLC (Research) | Corporate Officer/Principal | - |
Formazione di Kevin Wang
| Columbia Business School | Masters Business Admin |
| Duke University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
| Aziende private | 3 |
|---|---|
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Finance |
| Jefferies Group LLC (Research) | Finance |
Canaccord Genuity LLC
Canaccord Genuity LLC Investment Banks/BrokersFinance Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology. | Finance |
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