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Profilo
Mr. Weidong Li, CFA, is a Portfolio Manager & Analyst at Golden Capital Management LLC.
Prior to joining GCM in October 2011, he was an analyst with the Global Strategic Products team at Wells Capital Management.
He joined Wells Capital from Evergreen Investments, where he served in a similar role since 2005.
Previously, he has served as senior manager with PanAgora Asset Management where he began his investment career in 1994, and an assistant professor and researcher with the Shanghai Institute of Mechanical Engineering.
Mr. Li was earned a bachelor’s degree in mathematics from the Jiaxing Teachers College, a master’s degree in systems engineering from Shanghai Science & Technology, a master’s degree in computer science from the University of Massachusetts, and a master’s degree in finance from Bentley College.
He holds the Chartered Financial Analyst and Chartered Market Technician designations and is a member of the Boston Security Analysts Society and the CFA Institute.
Precedenti posizioni note di Weidong Li
Società | Posizione | Fine |
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Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Corporate Officer/Principal | 30/09/2011 |
PanAgora Asset Management, Inc.
![]() PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is a subsidiary of PanAgora Holdings, Inc., ultimately held by Power Corp. of Canada (TSE: POW) in Canada. PAM is the sponsor and investment manager for certain private unregistered investment pools, such as funds organized under US tax-qualified group trusts, domestic private funds organized as limited liability companies, and offshore private funds organized as Cayman Islands exempted companies. They also provide investment advisory services to institutional separate account clients. | Analyst-Equity | 31/12/2004 |
Shanghai Institute of Mechanical Engineering | Corporate Officer/Principal | - |
Evergreen Investments Associates, Inc.
![]() Evergreen Investments Associates, Inc. Investment ManagersFinance Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA. | Corporate Officer/Principal | - |
Golden Capital Management LLC
![]() Golden Capital Management LLC Investment ManagersFinance Founded in 1999 by Greg Golden and Jeff Moser, Golden Capital Management LLC (GCM) is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Wells Capital Management, Inc. and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). They provide discretionary and non-discretionary investment advisory services to individuals, pension plans, institutions, investment companies and other types of clients. GCM clients may include affiliates of GCM, including without limitation, Wells Fargo Bank and Wells Fargo Advisors LLC. | Gestore di Portafoglio-Azioni | - |
Formazione di Weidong Li
Bentley University | Graduate Degree |
University of Massachusetts | Graduate Degree |
Jiaxing University | Undergraduate Degree |
University of Shanghai for Science & Technology | Graduate Degree |
Esperienze
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Società collegate
Aziende private | 4 |
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PanAgora Asset Management, Inc.
![]() PanAgora Asset Management, Inc. Investment ManagersFinance PanAgora Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is a subsidiary of PanAgora Holdings, Inc., ultimately held by Power Corp. of Canada (TSE: POW) in Canada. PAM is the sponsor and investment manager for certain private unregistered investment pools, such as funds organized under US tax-qualified group trusts, domestic private funds organized as limited liability companies, and offshore private funds organized as Cayman Islands exempted companies. They also provide investment advisory services to institutional separate account clients. | Finance |
Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Finance |
Golden Capital Management LLC
![]() Golden Capital Management LLC Investment ManagersFinance Founded in 1999 by Greg Golden and Jeff Moser, Golden Capital Management LLC (GCM) is a registered investment advisor located in Charlotte, North Carolina. The firm is a subsidiary of Wells Capital Management, Inc. and their ultimate parent is Wells Fargo & Co. (NYSE: WFC). They provide discretionary and non-discretionary investment advisory services to individuals, pension plans, institutions, investment companies and other types of clients. GCM clients may include affiliates of GCM, including without limitation, Wells Fargo Bank and Wells Fargo Advisors LLC. | Finance |
Evergreen Investments Associates, Inc.
![]() Evergreen Investments Associates, Inc. Investment ManagersFinance Evergreen Investments Associates, Inc. provides investment services. The private company is based in Tacoma, WA. | Finance |
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