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Profil
Jake Viet Tran worked as an Equity Analyst at Rockefeller & Co., Inc. He then worked at Rockefeller & Co. LLC as a Client Portfolio Manager from 2020 to 2022.
Mr. Tran received his undergraduate degree from Drexel University in 2010.
Anciens postes connus de Jake Viet Tran
| Sociétés | Poste | Fin |
|---|---|---|
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Analyst-Equity | 01/01/2020 |
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors. | Analyst-Equity | 01/03/2018 |
Formation de Jake Viet Tran
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
79
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors. | Finance |
Drexel University
 Drexel University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Finance |
