Storia della carriera di Ray Wong
Precedenti posizioni note di Ray Wong
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
| PRUDENTIAL PLC | Corporate Officer/Principal | - | - |
| MORGAN STANLEY | Corporate Officer/Principal | 01/01/1999 | - |
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. | Corporate Officer/Principal | 03/11/2010 | - |
Formazione di Ray Wong
| Baylor University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 4 |
| Regno Unito | 2 |
Posizioni
| Corporate Officer/Principal | 3 |
| Undergraduate Degree | 1 |
Settori
| Finance | 4 |
| Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Società quotate in Borsa | 2 |
|---|---|
| PRUDENTIAL PLC | Finance |
| MORGAN STANLEY | Finance |
| Aziende private | 1 |
|---|---|
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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