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Profil
Mr. Carl Y.
Chern is Founder & Managing Director at Wisdom Path Investors LLC.
Prior to founding Wisdom Path Investors on January 11, 2010, Mr. Chern was employed as Vice President by Washington Trust Investors, an Analyst by Paine Webber Group, Inc., a Senior Analyst by Wilson Capital Management LLC, Investment Specialist by Reich & Tang Asset Management LLC, a Principal by Prudential Investment Management, and a Principal by Reference, Inc.
Mr. Chern graduated with an MBA in Finance and Accounting from Columbia Business School and a BA in Economics from Yale University.
He is a Chartered Financial Analyst.
Anciens postes connus de Carl Y. Chern
| Sociétés | Poste | Fin |
|---|---|---|
Wilson Capital Management LLC
 Wilson Capital Management LLC Investment ManagersFinance Wilson Capital Management is a mid-cap investor that maintains a medium turnover rate. The firm invests in all sectors, primarily in the US | Analyst-Equity | 30/06/2008 |
Phoenix Investment Management Co., Inc.
 Phoenix Investment Management Co., Inc. Investment ManagersFinance Washington Trust Investors (WTI) is a GARP investor that manages separate portfolios consisting of core growth and value equities and a variety of fixed-income instruments. The firm's approach is based on the idea that asset allocation is critical to maximizing returns and minimizing risk. They typically focus on long-term equity investments. WTI does not favor investments in any particular class of stocks, but rather seeks to invest in businesses with outstanding potential that are trading at reasonable prices. They actively manage investments in fixed-income securities with the objective of producing income. WTI also seeks special situation opportunities to enhance returns without assuming the corresponding incremental risk. Spread analysis and inflation assumptions are used to determine asset selection. Significant cash reserves may be employed as new funds are being invested. | Analyst-Equity | 30/04/2007 |
Wisdom Path Investors LLC
 Wisdom Path Investors LLC Investment ManagersFinance Wisdom Path Investors employs long-term and short-term investment strategies. The firm limits their money management to mutual funds, equities, bonds, fixed-income, debt securities, ETFs, hedge funds, third party money managers, REITs, private placements, and government securities. They may use other securities as well to help diversify a portfolio when applicable. | Fondateur | - |
Reich & Tang Asset Management LLC
 Reich & Tang Asset Management LLC Investment ManagersFinance Reich & Tang Asset Management employs a value investment philosophy that focuses on investments in small- and mid-ca companies. The firm uses proprietary fundamental research to identify attractive opportunities in small and mid-sized companies that are not subject to intensive Wall Street research. They look for companies with a dominant business franchise, strong financials and strong management. Companies should also be a low cost producer. | Analyst-Equity | - |
The Reference, Inc.
 The Reference, Inc. Miscellaneous Commercial ServicesCommercial Services Provides information technology consulting services | Corporate Officer/Principal | - |
Formation de Carl Y. Chern
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
PGIM, Inc.
 PGIM, Inc. Investment ManagersFinance PGIM relies on quantitative and qualitative factors when providing portfolio-level investment advice to a client. The firm focuses on consistent performance, rigorous risk management and long-term client relationships. | Finance |
Phoenix Investment Management Co., Inc.
Phoenix Investment Management Co., Inc. Investment ManagersFinance Washington Trust Investors (WTI) is a GARP investor that manages separate portfolios consisting of core growth and value equities and a variety of fixed-income instruments. The firm's approach is based on the idea that asset allocation is critical to maximizing returns and minimizing risk. They typically focus on long-term equity investments. WTI does not favor investments in any particular class of stocks, but rather seeks to invest in businesses with outstanding potential that are trading at reasonable prices. They actively manage investments in fixed-income securities with the objective of producing income. WTI also seeks special situation opportunities to enhance returns without assuming the corresponding incremental risk. Spread analysis and inflation assumptions are used to determine asset selection. Significant cash reserves may be employed as new funds are being invested. | Finance |
Reich & Tang Asset Management LLC
Reich & Tang Asset Management LLC Investment ManagersFinance Reich & Tang Asset Management employs a value investment philosophy that focuses on investments in small- and mid-ca companies. The firm uses proprietary fundamental research to identify attractive opportunities in small and mid-sized companies that are not subject to intensive Wall Street research. They look for companies with a dominant business franchise, strong financials and strong management. Companies should also be a low cost producer. | Finance |
Wilson Capital Management LLC
Wilson Capital Management LLC Investment ManagersFinance Wilson Capital Management is a mid-cap investor that maintains a medium turnover rate. The firm invests in all sectors, primarily in the US | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PaineWebber, Inc.
 PaineWebber, Inc. Investment Banks/BrokersFinance Provides stock brokerage and asset management services | Finance |
The Reference, Inc.
The Reference, Inc. Miscellaneous Commercial ServicesCommercial Services Provides information technology consulting services | Commercial Services |
Yale University
 Yale University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wisdom Path Investors LLC
Wisdom Path Investors LLC Investment ManagersFinance Wisdom Path Investors employs long-term and short-term investment strategies. The firm limits their money management to mutual funds, equities, bonds, fixed-income, debt securities, ETFs, hedge funds, third party money managers, REITs, private placements, and government securities. They may use other securities as well to help diversify a portfolio when applicable. | Finance |
