Profil
Ethan Lai's current job is as a Portfolio Manager at Holbrook Holdings, Inc. He started this position in 2022.
Mr. Lai's former jobs include working as an Analyst at Goldman Sachs & Co. LLC from 2014 to 2016, as a Portfolio Manager at Leader Capital Corp.
(United States) from 2016 to 2020, as a Principal at CSG Investments, Inc. from 2020 to 2021, and as an Investment Banking Analyst at Truist Advisory Services, Inc. from 2013 to 2014.
Postes actifs de Ethan Lai
| Sociétés | Poste | Début |
|---|---|---|
Holbrook Holdings, Inc.
 Holbrook Holdings, Inc. Investment ManagersFinance Holbrook Holdings, Inc. is an independent, SEC-registered investment adviser headquartered in Smyrna, Georgia. The firm was founded by Scott M. Carmack in 2015. Holbrook Holdings offers two different mutual funds: The Holbrook Income Fund and Holbrook Structured Income Fund. | Gestionnaire de Portefeuille-Actions | 01/08/2021 |
Anciens postes connus de Ethan Lai
| Sociétés | Poste | Fin |
|---|---|---|
CSG Investments, Inc.
 CSG Investments, Inc. Investment ManagersFinance CSG Investments, Inc. provides capital solutions for various types of commercial and industrial customers. It offers debt facilities, financing secured by tangible assets and out-of-favor assets, debtor-in-possession financing, primary syndications and secondary market purchases, performing and non-performing loan pool purchases, and first-mortgage loans. The company was founded in 1988 and is headquartered in Plano, TX. | Corporate Officer/Principal | 01/08/2021 |
Leader Capital Corp. (United States)
 Leader Capital Corp. (United States) Investment ManagersFinance Leader Capital Corp. is a SEC-registered mutual fund manager headquartered in Portland, Oregon. The firm was founded by John Lekas in 1997. They are a wholly-owned subsidiary of Leader Holding Co. and offer fixed-income mutual funds to various investors. | Corporate Officer/Principal | 01/06/2020 |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 01/02/2016 |
Truist Advisory Services, Inc.
 Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | Corporate Officer/Principal | 01/09/2014 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
CSG Investments, Inc.
CSG Investments, Inc. Investment ManagersFinance CSG Investments, Inc. provides capital solutions for various types of commercial and industrial customers. It offers debt facilities, financing secured by tangible assets and out-of-favor assets, debtor-in-possession financing, primary syndications and secondary market purchases, performing and non-performing loan pool purchases, and first-mortgage loans. The company was founded in 1988 and is headquartered in Plano, TX. | Finance |
Holbrook Holdings, Inc.
Holbrook Holdings, Inc. Investment ManagersFinance Holbrook Holdings, Inc. is an independent, SEC-registered investment adviser headquartered in Smyrna, Georgia. The firm was founded by Scott M. Carmack in 2015. Holbrook Holdings offers two different mutual funds: The Holbrook Income Fund and Holbrook Structured Income Fund. | Finance |
Truist Advisory Services, Inc.
Truist Advisory Services, Inc. Investment ManagersFinance Truist Advisory Services, Inc. (TAS), formerly known as SunTrust Advisory Services, Inc., is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm is a separate, wholly owned, non-bank indirect affiliate of Truist Financial Corp. (NYSE: TFC). TAS provides investment advisory services to individuals, corporations and other business entities, charitable organizations and not-for-profit organizations. | Finance |
Leader Capital Corp. (United States)
Leader Capital Corp. (United States) Investment ManagersFinance Leader Capital Corp. is a SEC-registered mutual fund manager headquartered in Portland, Oregon. The firm was founded by John Lekas in 1997. They are a wholly-owned subsidiary of Leader Holding Co. and offer fixed-income mutual funds to various investors. | Finance |
