Tracy Zhao

Portfolio Manager-Fixed Income presso Wellington Square Advisors, Inc.

Finance

Consumer Services

Profilo

Ms. Tracy Zhao, CFA, is a Portfolio Manager at Wellington Square Advisors, Inc. Prior to Wellington Square Advisors, She was an investment analyst at iA Clarington Investments.
Previously, She worked for a New York-based firm, covering institutional clients across North America and Europe as Director of High Yield & Distressed Sales.
She has also worked in the mining and power investment banking group at GMP Capital and the utilities investment banking group at CIBC World Markets.
She holds a Bachelor of Commerce degree from McGill University and is a CFA charterholder.

Posizioni attive di Tracy Zhao

Società	Posizione	Inizio
Wellington Square Advisors, Inc. Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards.	Portfolio Manager-Fixed Income	01/05/2021

Tutte le posizioni attive di Tracy Zhao

Precedenti posizioni note di Tracy Zhao

Società	Posizione	Fine
IA Clarington Investments, Inc. IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.	Corporate Officer/Principal	01/05/2020

Vedi nel dettaglio l'esperienza di Tracy Zhao

Formazione di Tracy Zhao

McGill University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Tracy Zhao

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
Wellington Square Advisors, Inc. Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards.	Finance
IA Clarington Investments, Inc. IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments.	Finance