![James Wong](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
James Wong
Membre du Comité d'Investissement chez
Payden & Rygel
Profil
Mr. James T.
Wong, CFA MBA, is a Managing Director at Payden & Rygel.
He is also a Co-Manager of both the domestic large-cap and global equity strategies.
He has worked with firm's equity products since their inception.
He has over 25 years of equity portfolio management experience, during which he has managed the breadth of equity styles and market capitalizations.
He has extensive experience managing long/short portfolios, creating hedging strategies using derivatives and developing customized investment solutions for client specific needs.
He is also a member of the Investment Policy Committee.
Before joining Payden & Rygel, he was a Trader at the Union Bank of Switzerland where he focused on mortgage-backed securities.
Previously, he was in the corporate finance group at Salomon Brothers Inc.
Mr. Wong earned an MBA degree from The Anderson School at the University of California, Los Angeles with an emphasis in Finance and a Bachelor of Science degree in Economics from The Wharton School, University of Pennsylvania with a concentration in Finance.
Postes actifs de James Wong
| Sociétés | Poste | Début |
|---|---|---|
Payden & Rygel
 Payden & Rygel Investment ManagersFinance Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds. | Membre du Comité d'Investissement | 01/07/1995 |
Anciens postes connus de James Wong
| Sociétés | Poste | Fin |
|---|---|---|
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 30/06/1995 |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Corporate Officer/Principal | - |
Formation de James Wong
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
91
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds. | Finance |
UBS Securities LLC
UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Regional BanksFinance Provides investment banking services | Finance |
