Frank Wei
Analyst-Equity chez Envestnet Asset Management, Inc.
Profil
Mr. Frank Wei is a Senior Investment Analyst at Envestnet Asset Management, Inc. He has over ten years of industry and investment management experience.
Prior to joining PMC, Mr. Wei served as a portfolio manager and analyst at FundQuest and was responsible for the oversight of separately managed accounts, as well as the management of client assets.
Before joining FundQuest in 2001, he held positions at Salomon Smith Barney and ABN AMRO Securities as a Research Analyst and Equity Analyst, respectively.
Mr. Wei holds a BA in Economics from East China Normal University and an MBA from the Leonard N.
Stern School of Business at New York University.
He has earned the designations of Chartered Financial Analyst and Chartered Alternative Investment Analyst.
Postes actifs de Frank Wei
| Sociétés | Poste | Début |
|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Analyst-Equity | - |
Anciens postes connus de Frank Wei
| Sociétés | Poste | Fin |
|---|---|---|
FundQuest, Inc.
 FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations | Analyst-Equity | 13/12/2011 |
| ABN AMRO Securities (USA), Inc. | Corporate Officer/Principal | 31/12/1996 |
| Salomon Smith Barney, Inc. | Corporate Officer/Principal | 31/12/2000 |
Formation de Frank Wei
| East China Normal University | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
FundQuest, Inc.
FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations | Finance |
| Salomon Smith Barney, Inc. | Finance |
| ABN AMRO Securities (USA), Inc. | Finance |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
