Monica Ma
Direttore degli Investimenti presso Blankinship & Foster LLC
Profilo
Ms. Monica Ma, CFA, is a Advisor & Chief Investment Officer at Blankinship & Foster LLC.
In her role as Chief Investment Officer, she is responsible for the firm’s investment management functions and leads the research and implementation of Blankinship & Foster’s investment philosophy.
She chairs the firm’s Investment Committee, which meets regularly to evaluate current market conditions, review investments and develop and refine investment strategies for our client portfolios.
She graduated from University of California, Berkeley with a Bachelor of Science in business administration and a Bachelor of Arts in integrative biology.
Posizioni attive di Monica Ma
Società | Posizione | Inizio |
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Blankinship & Foster LLC
Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Direttore degli Investimenti | 01/01/2018 |
Formazione di Monica Ma
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 | 1 |
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Blankinship & Foster LLC
Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Finance |
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