![David Chaohsiang Zee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. David Zee, CFA MBA, is a Vice President at Wilshire Associates, Inc. He has more than 20 years of industry experience and his research coverage is primarily focused on core/core plus and long-duration fixed income.
Prior to joining Wilshire Associates in 2013, Mr. Zee spent seven years as a portfolio manager with Payden & Rygel Investment Management where he co-managed a top-down global equity strategy, which utilized derivatives, futures, swaps, fixed income securities, and optimized baskets of stocks to gain active exposures.
While at Payden & Rygel, he created and monitored multivariate factor models based on global macroeconomic and fundamental data and conducted scenario analysis to understand and forecast portfolio performance Mr. Zee began his career as a portfolio manager and equity research analyst at Wells Fargo where he managed $500 million in fixed-income and balanced accounts for fiduciary trust and private bank high net worth clients.
Mr. Zee earned his BS from the University of California, San Diego, and holds an MBA from Loyola Marymount University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles.
| Sociétés | Poste | Fin |
|---|---|---|
The Payden & Rygel Investment Group
 The Payden & Rygel Investment Group Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | 31/12/2012 |
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | - |
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Analyst-Equity | - |
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Sociétés cotées
Entreprise privées
| Entreprise privées | 5 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California San Diego
 University of California San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
The Payden & Rygel Investment Group
The Payden & Rygel Investment Group Investment ManagersFinance Provides investment management services | Finance |
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