Profilo
Mr. Young B. Im, CFA MBA, is a Managing Director & Senior Portfolio Manager at Burling Wealth Partners LLC.
He is a founding member of Burling Wealth Partners and leads the firm’s investment committee and investment research function.
He brings over twenty-five years of investment expertise, including experience on the buy-side, sell-side and corporate finance.
Prior to founding Burling, he spent thirteen years as a senior investment professional at CI Segall Bryant & Hamill Asset Management, a registered investment advisor overseeing over $25 billion in client assets.
He held a similar role at Talon Asset Management (now Bank of New York Mellon) and held the positions of Vice President, Equity Research at Robert W.
Baird, and Vice President, Corporate Development at ABN AMRO.
He earned his Bachelor of Science degrees in Finance and Accounting from the University of Illinois and an MBA from Northwestern University’s Kellogg School of Management.
He holds Chartered Financial Analyst and Certified Public Accountant designations and has been in the financial services industry since 199.
He is a member of the CFA Institute and CFA Society of Chicago.
Posizioni attive di Young Bin Im
| Società | Posizione | Inizio |
|---|
Precedenti posizioni note di Young Bin Im
| Società | Posizione | Fine |
|---|---|---|
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase. | Analyst-Equity | 01/08/2024 |
Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation. TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices. Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate. TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits. | Analyst-Equity | 14/09/2010 |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/05/2006 |
Formazione di Young Bin Im
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Segall Bryant & Hamill LLC
Segall Bryant & Hamill LLC Investment ManagersFinance SBH seeks to provide their clients with strong risk-adjusted returns across a wide array of strategies and asset classes. The firm employs a bottom-up approach and focuses primarily on fundamental factors when analyzing and investing in securities. They place strong emphasis on the risk/reward of all the securities they consider for purchase. | Finance |
Talon Asset Management, Inc.
Talon Asset Management, Inc. Investment ManagersFinance Talon Asset Management (TAM) seeks to deliver superior risk-adjusted returns through fundamental, bottom-up security selection and a focus on capital preservation. TAM's equity strategies invest in small, mid- and large-cap companies with quality management teams and sound business fundamentals. The firm invests in companies whose stock's valuation is supported by the company's current cash flows, asset value and future growth potential. The firm adheres to a value-orientated approach that avoids overpaying for growth. TAM employs a bottom-up fundamental research process that reviews a company's industry, competitive position, financial strength, earnings history and earnings outlook. The firm also considers management's track record, ownership position and incentives. Capital preservation is also a critical component of TAM's stock selection process. They do not invest in a company unless they can understand the potential downside to the investment. Once the downside risk is calculated, they evaluate that risk against the upside opportunity. TAM invests in a company only when there is adequate upside opportunity, given the downside risk. In addition, the firm bases investment decisions on absolute return expectations, rather than on benchmarks against market indices. Though not limited by sector, TAM tends to invest in the stocks of companies in the finance, health technology and industrial services sectors. The firm invests globally, across all market-caps. They maintain a low turnover rate. TAM's fixed-income and balanced accounts invest in high quality bonds to generate income and/or reduce overall portfolio volatility. In their balanced portfolios, the firm avoids duplicating the risks inherent in the portfolio's equity exposure. They actively manage bond portfolios to maximize total return. TAM utilizes a sophisticated methodology for bond management which measures and controls a variety of portfolio attributes. Bonds are combined in a way to achieve efficiency and to meet each client's objectives. TAM's tactical bond decisions are influenced by two proprietary quantitative models. The first model forecasts changes in the shape or slope of the yield curve. The second model monitors and evaluates credit quality, relative to current and historical yield spread levels in the market. This model utilizes market data to highlight dislocations in the risk/reward ratios of individual credits. | Finance |
ABN AMRO, Inc.
ABN AMRO, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Robert W. Baird & Co., Inc. (Broker)
Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Illinois
University of Illinois Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kellogg School of Management
Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















