Profil
Jeffrey Chang is an Equity Research Analyst at West Coast Financial LLC since 2021.
Prior to this, he worked as an Equity Research Associate at Manning & Napier Advisors LLC from 2019 to 2020, and as a Healthcare Investment Analyst at Mirae Asset Global Investments (USA) LLC from 2020 to 2021.
Mr. Chang completed his undergraduate degree from Occidental College in 2018.
Postes actifs de Jeffrey Chang
| Sociétés | Poste | Début |
|---|---|---|
West Coast Financial LLC
 West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Analyst-Equity | 01/10/2021 |
Anciens postes connus de Jeffrey Chang
| Sociétés | Poste | Fin |
|---|---|---|
Mirae Asset Global Investments (USA) LLC
 Mirae Asset Global Investments (USA) LLC Investment ManagersFinance Mirae Asset Global Investments (USA) LLC (Mirae Asset USA) is a SEC-registered investment advisor which was founded in 2008 by Hyeon-Joo Park. Headquartered in New York City, the firm is a wholly-owned subsidiary of Mirae Asset Global Investments (USA) Inc., which in turn is a majority-owned subsidiary of Mirae Asset Global Investments Co. Ltd., a Korea-based investment advisor that was established in 1997. Mirae Asset USA provides investment advice to individuals, investment companies, pooled investment vehicles, registered investment advisers, non-US registered funds, pension and profit-sharing plans, trusts, estates, or charitable organizations and other institutional investors. | Corporate Officer/Principal | 01/10/2021 |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Corporate Officer/Principal | 01/09/2020 |
Formation de Jeffrey Chang
| Occidental College | Undergraduate Degree |
Expériences
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Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
West Coast Financial LLC
West Coast Financial LLC Investment ManagersFinance West Coast Financial LLC (WCF) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Santa Barbara, California. The firm was founded by E. David Yossem in 1983. WCF serves the financial needs of individuals, families, trusts, nonprofits, and businesses. | Finance |
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Finance |
Mirae Asset Global Investments (USA) LLC
Mirae Asset Global Investments (USA) LLC Investment ManagersFinance Mirae Asset Global Investments (USA) LLC (Mirae Asset USA) is a SEC-registered investment advisor which was founded in 2008 by Hyeon-Joo Park. Headquartered in New York City, the firm is a wholly-owned subsidiary of Mirae Asset Global Investments (USA) Inc., which in turn is a majority-owned subsidiary of Mirae Asset Global Investments Co. Ltd., a Korea-based investment advisor that was established in 1997. Mirae Asset USA provides investment advice to individuals, investment companies, pooled investment vehicles, registered investment advisers, non-US registered funds, pension and profit-sharing plans, trusts, estates, or charitable organizations and other institutional investors. | Finance |