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Profilo
Mr. Tony Cao, CFA, is an Investment Analyst at ProManage LLC.
He is conducting qualitative and quantitative research on mutual funds and other investment devices, and constructs portfolios.
Prior to joining ProManage, Mr. Cao was an equity analyst leader at Stuart Investment Group, IIT, specializing in equity research and portfolio management.
With his concentrations in financial modeling and risk management, he also wrote a Monte Carlo retirement planning program for a financial advisory firm.
Mr. Cao earned a Master of Science degree in Computer Science from the Roosevelt University, a Master of Science degree in Finance from the Illinois Institute of Technology and a BBA (Hons) degree in Accounting and Finance from the Hong Kong Polytechnic University.
He is a CFA® charterholder and a Certified FRM.
Precedenti posizioni note di Tony Cao
| Società | Posizione | Fine |
|---|---|---|
ProManage LLC
 ProManage LLC Investment ManagersFinance ProManage aims to invest with a long-term perspective, where securities are held at least a year by employing both quantitative and qualitative factors to analysis. The Chief Investment Officer will examine the quantitative and qualitative information and make the final determination about which funds are chosen from the plan investment line-ups for the firm’s allocations. ProManage rebalances their accounts periodically and portfolios may consist of mutual funds, institutionally managed commingled funds and/or separate accounts. | Analyst-Equity | 01/04/2021 |
Formazione di Tony Cao
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
96
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Illinois Institute of Technology
 Illinois Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Roosevelt University
 Roosevelt University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
ProManage LLC
ProManage LLC Investment ManagersFinance ProManage aims to invest with a long-term perspective, where securities are held at least a year by employing both quantitative and qualitative factors to analysis. The Chief Investment Officer will examine the quantitative and qualitative information and make the final determination about which funds are chosen from the plan investment line-ups for the firm’s allocations. ProManage rebalances their accounts periodically and portfolios may consist of mutual funds, institutionally managed commingled funds and/or separate accounts. | Finance |
The Hong Kong Polytechnic University
 The Hong Kong Polytechnic University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
