Profil
Prior to joining Atlantic Trust, Ms. Tsao served as a Senior Analyst with Strategic Advisers Inc. of Fidelity Investments where she was responsible for providing comprehensive ongoing research and investment recommendations for both proprietary and non-proprietary mutual funds.
Previously, she served as a Fund Analyst with Fidelity Management and Research Company where she provided senior management as well as institutional and retail clients with detailed analytics and reporting on financial markets, portfolio performance and investment strategies of proprietary funds.
She began her career in the financial services industry as an Associate with PanAgora Asset Management.
Ms. Tsao is currently a member of the CFA Institute (formerly AIMR) and the Boston Security Analysts Society (BSAS).
She earned a BA in Economics from Wellesley College and an MBA from Boston University Graduate School of Management, both with honors.
Additionally, she holds the Chartered Financial Analyst designation and NASD series 6 and 63 securities licenses.
Anciens postes connus de Faith Y. Tsao
| Sociétés | Poste | Fin |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Gestionnaire de Portefeuille-Actions | 01/06/2009 |
Expériences
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| Entreprise privées | 1 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Finance |
