Paul Yi

Trading-Equity presso Penso Advisors LLC

Finance

Consumer Services

Profilo

Mr. Paul Yi, CFA, is a Senior Portfolio Manager at Penso Advisors LLC.
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He is also member of the investment committee.
He participates in all discussions pertaining to risk, idea generation and trade execution.
Prior to joining the firm in 2011, Mr. Yi worked on the Fixed Income trading desk at Wells Fargo from late 2007 until early 2011.
He was responsible for trading USD Interest Rate Derivatives for Institutional and Middle Market clients.
Before joining the trading desk, he worked for the Corporate Treasury Group where he ran the VAR analysis for the various trading portfolios.
He also assisted with the Interest Rate Balance Sheet strategies for the Asset /Liability Management Team.
Mr. Yi has a Bachelor of Science Degree in Business from University of California Berkeley.
He received his CFA in 2009.

Posizioni attive di Paul Yi

Società	Posizione	Inizio
Penso Advisors LLC Penso Advisors LLC Investment ManagersFinance Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors.	Trading-Equity	01/01/2011

Tutte le posizioni attive di Paul Yi

Precedenti posizioni note di Paul Yi

Società	Posizione	Fine
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.	Corporate Officer/Principal	01/01/2011

Vedi nel dettaglio l'esperienza di Paul Yi

Formazione di Paul Yi

University of California, Berkeley

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Paul Yi

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	2
Penso Advisors LLC Penso Advisors LLC Investment ManagersFinance Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors.	Finance
Wells Fargo Advisors Financial Network LLC Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.	Finance