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Storia della carriera di Phan Phan Duong
Precedenti posizioni note di Phan Phan Duong
Società | Posizione | Inizio | Fine |
---|---|---|---|
Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Analyst-Equity | 01/01/2019 | 01/01/2022 |
Corporate Officer/Principal | 01/01/2022 | 15/08/2023 |
Formazione di Phan Phan Duong
Nanyang Technological University | Undergraduate Degree |
The University of Chicago Booth School of Business | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 3 |
Singapore | 2 |
Posizioni
Analyst-Equity | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Settori
Consumer Services | 3 |
Finance | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
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Avalon Advisors LLC
![]() Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
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