Cherry Thi Phan
Gestionnaire de Portefeuille-Actions chez Durbin Bennett Private Wealth Management LLC
Profil
Ms. Cherry T.
Phan, CFA, is a Partner & Portfolio Manager at Durbin Bennett Private Wealth Management LLC.
She is responsible for identifying and implementing opportunities for investment process improvement and other capabilities to achieve business results.
Prior to joining Durbin Bennett, Ms. Phan worked at Dimensional Fund Advisors, a global asset management firm with over $400 billion in assets.
While there, she supported regional directors in business development and client service activities.
She began her financial services career at Loring Ward, a Turnkey Asset Management Program serving in various roles within operations and portfolio strategy.
Ms. Phan has a Bachelor of Science degree in Finance from Santa Clara University.
She holds the Chartered Financial Analyst and Certificate in Investment Performance Measurement designations, and is a member of the CFA Society of Austin.
Postes actifs de Cherry Thi Phan
| Sociétés | Poste | Début |
|---|---|---|
Durbin Bennett Private Wealth Management LLC
 Durbin Bennett Private Wealth Management LLC Investment ManagersFinance Durbin Bennett Private Wealth Management LLC (Durbin Bennett) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded as Durbin Bennett Peterson Private Wealth Management LLP in 2001 by Brent Durbin, Richard Bennett and Hal Peterson. Durbin Bennett provides discretionary and non-discretionary asset management services and investment consulting services to high net-worth individuals, trusts, estates, foundations, endowments and other related entities. | Gestionnaire de Portefeuille-Actions | 01/07/2015 |
Anciens postes connus de Cherry Thi Phan
| Sociétés | Poste | Fin |
|---|---|---|
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Corporate Officer/Principal | - |
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Corporate Officer/Principal | - |
Formation de Cherry Thi Phan
| Santa Clara University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Durbin Bennett Private Wealth Management LLC
Durbin Bennett Private Wealth Management LLC Investment ManagersFinance Durbin Bennett Private Wealth Management LLC (Durbin Bennett) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Austin, Texas. The firm was founded as Durbin Bennett Peterson Private Wealth Management LLP in 2001 by Brent Durbin, Richard Bennett and Hal Peterson. Durbin Bennett provides discretionary and non-discretionary asset management services and investment consulting services to high net-worth individuals, trusts, estates, foundations, endowments and other related entities. | Finance |
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
