Andrew Huang
Analyst-Equity chez Evercore Wealth Management LLC
Profil
Mr. Andrew Huang, CFA, is a Vice President & Portfolio Manager at Evercore Wealth Management LLC.
He supports the Equity Selection and Manager Selection Committees.
He also conducts investment analytics for client portfolios.
Prior to joining Evercore Wealth Management, Mr. Huang was a Research Analyst at Allianz Global Investors, where he supported the mid cap portfolio management team and other sector analysts.
Mr. Huang received his undergraduate degree from the University of California, Berkeley and a graduate degree from the University of San Francisco.
He holds the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco and the CFA Institute.
Postes actifs de Andrew Huang
| Sociétés | Poste | Début |
|---|---|---|
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Analyst-Equity | 01/01/2015 |
Anciens postes connus de Andrew Huang
| Sociétés | Poste | Fin |
|---|---|---|
Allianz Global Investors Fund Management LLC
 Allianz Global Investors Fund Management LLC Investment Banks/BrokersFinance Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies. | Corporate Officer/Principal | - |
Formation de Andrew Huang
| University of California, Berkeley | Undergraduate Degree |
| University of San Francisco | Graduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
Allianz Global Investors Fund Management LLC
Allianz Global Investors Fund Management LLC Investment Banks/BrokersFinance Allianz Global Investors Fund Management LLC is a registered investment advisor and fund distributor located in New York City. The firm is a subsidiary of Allianz Global Investors US Holdings, Inc. and their ultimate parent is Allianz SA. They were formerly known as PA Fund Management LLC. Allianz Global Investors Fund Management provides services primarily to investment companies. | Finance |
