Profil
Mr. Brian Fu, CFA, is a Senior Investment Analyst at The Connable Office, Inc. He is part of the investment team and supports all aspects of the firm’s investment process, including individual stock selection, manager selection, asset allocation, and client portfolio management.
He holds a B.S.
in finance and actuarial sciences from the Stern School of Business at New York University.
He is a CFA charterholder and a member of the CFA Institute.
Postes actifs de Brian Fu
| Sociétés | Poste | Début |
|---|---|---|
The Connable Office, Inc.
 The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is an independent multi-family office headquartered in Kalamazoo, Michigan. It was founded in the late 1800s. The Connable Office customizes investment plans for each client family, designing portfolios based on their unique goals, objectives, risk tolerance, financial planning, and tax considerations. | Analyst-Equity | 01/06/2012 |
Formation de Brian Fu
| The Leonard N Stern School of Business | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
The Connable Office, Inc.
The Connable Office, Inc. Investment ManagersFinance The Connable Office, Inc. is an independent multi-family office headquartered in Kalamazoo, Michigan. It was founded in the late 1800s. The Connable Office customizes investment plans for each client family, designing portfolios based on their unique goals, objectives, risk tolerance, financial planning, and tax considerations. | Finance |