David J. Leung
Plus aucun poste en cours
Profil
Mr. David J.
Leung is a Director-Portfolio Systems at Grandfield & Dodd LLC.
Mr. Leung has more than fifteen years of experience as a portfolio administrator, and joined Grandfield & Dodd in 2005.
Previously, he managed the Portfolio Administration Department at Select Equity Group.
He began his career in portfolio administration with Dresdner Bank in 1995.
Mr. Leung graduated from New York University with a Bachelor of Science in Accounting.
Anciens postes connus de David J. Leung
| Sociétés | Poste | Fin |
|---|---|---|
Select Equity Group LP
 Select Equity Group LP Investment ManagersFinance Select Equity Group LP (SEG) is a registered investment advisor headquartered in New York City. The firm was originally founded in 1990 as Select Equity Group, Inc. (SEGI). In 2013, SEG was formed in connection with the merger of SEGI and its affiliate, Select Offshore Advisors LLC, into a single employee-owned investment advisory entity. The firm is a subsidiary of Select Equity Partners LP. SEG provides investment management services to individual and private fund clients, and sub-advisory services to certain UCITS sub-funds, Collective Investment Trusts (COLs) and registered investment companies (1940 Act Funds). | Corporate Officer/Principal | - |
Dresdner Bank AG
 Dresdner Bank AG Major BanksFinance Dresdner Bank AG provides banking and financial services. Its bank products and services are sold through insurance agency locations. It has operations in many countries. The company's operating divisions are private and business clients (retail banking, private banking, asset management, lending) and corporate and investment banking (business banking, lending, investment banking, corporate finance, insurance, securities). The latter division includes subsidiary Dresdner Kleinwort Wasserstein. The company was founded in 1872 and is headquartered in Frankfurt am Main, Germany. | Corporate Officer/Principal | - |
Grandfield & Dodd LLC
 Grandfield & Dodd LLC Investment ManagersFinance Grandfield & Dodd LLC (G&D) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Cheryl Grandfield and Richard Dodd in 2001. G&D provides customized investment advisory and management services to individuals and their families, including assets held in trusts, estates, foundations, and retirement plans. | Corporate Officer/Principal | - |
Formation de David J. Leung
| New York University | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Grandfield & Dodd LLC
Grandfield & Dodd LLC Investment ManagersFinance Grandfield & Dodd LLC (G&D) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Cheryl Grandfield and Richard Dodd in 2001. G&D provides customized investment advisory and management services to individuals and their families, including assets held in trusts, estates, foundations, and retirement plans. | Finance |
Select Equity Group LP
Select Equity Group LP Investment ManagersFinance Select Equity Group LP (SEG) is a registered investment advisor headquartered in New York City. The firm was originally founded in 1990 as Select Equity Group, Inc. (SEGI). In 2013, SEG was formed in connection with the merger of SEGI and its affiliate, Select Offshore Advisors LLC, into a single employee-owned investment advisory entity. The firm is a subsidiary of Select Equity Partners LP. SEG provides investment management services to individual and private fund clients, and sub-advisory services to certain UCITS sub-funds, Collective Investment Trusts (COLs) and registered investment companies (1940 Act Funds). | Finance |
Dresdner Bank AG
Dresdner Bank AG Major BanksFinance Dresdner Bank AG provides banking and financial services. Its bank products and services are sold through insurance agency locations. It has operations in many countries. The company's operating divisions are private and business clients (retail banking, private banking, asset management, lending) and corporate and investment banking (business banking, lending, investment banking, corporate finance, insurance, securities). The latter division includes subsidiary Dresdner Kleinwort Wasserstein. The company was founded in 1872 and is headquartered in Frankfurt am Main, Germany. | Finance |