![Jeffrey Chang](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>)
Profil
Mr. Jeffrey Chang was previously employed as an Equity Research Analyst by West Coast Financial LLC, a Healthcare Investment Analyst by Mirae Asset Global Investments (USA) LLC, and an Equity Research Associate by Manning & Napier Advisors LLC.
He received his undergraduate degree from Occidental College.
Anciens postes connus de Jeffrey Chang
| Sociétés | Poste | Fin |
|---|---|---|
West Coast Financial LLC
 West Coast Financial LLC Investment ManagersFinance WCF customizes plans based on a client’s specific values, goals and financial realities. They implement their clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. The firm also manages other investments such as commercial real estate (including their own WCF Real Estate Funds), impact investing opportunities, venture capital, private equity, and others. | Analyst-Equity | 01/05/2024 |
Mirae Asset Global Investments (USA) LLC
 Mirae Asset Global Investments (USA) LLC Investment ManagersFinance Mirae Asset USA mainly focuses on investments in equity and fixed income securities, principally in global and emerging market equities and global and high-yield fixed income securities. With respect to equities, the firm focuses on a team-based, bottom-up investment approach supported by extensive on-the-ground research coverage. With respect to fixed income investments, Mirae Asset USA employs a top-down investment approach in allocating assets based on the portfolio manager’s judgment of changing market, political, and economic conditions. The portfolio manager considers various factors, including evaluation of interest rates, currency exchange rates, and the relative risk and return characteristics of prospective investments when determining how to achieve desired exposures. | Corporate Officer/Principal | 01/10/2021 |
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Corporate Officer/Principal | 01/09/2020 |
Formation de Jeffrey Chang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Manning & Napier Advisors LLC
Manning & Napier Advisors LLC Investment ManagersFinance MNA offers equity, fixed income and objectives-based portfolios that invest mainly in stocks and bonds, including US and non-US issuers, and various market caps. The firm primarily employs a fundamental approach to equity selection, with decisions being driven by either top-down or bottom-up research. | Finance |
Mirae Asset Global Investments (USA) LLC
Mirae Asset Global Investments (USA) LLC Investment ManagersFinance Mirae Asset USA mainly focuses on investments in equity and fixed income securities, principally in global and emerging market equities and global and high-yield fixed income securities. With respect to equities, the firm focuses on a team-based, bottom-up investment approach supported by extensive on-the-ground research coverage. With respect to fixed income investments, Mirae Asset USA employs a top-down investment approach in allocating assets based on the portfolio manager’s judgment of changing market, political, and economic conditions. The portfolio manager considers various factors, including evaluation of interest rates, currency exchange rates, and the relative risk and return characteristics of prospective investments when determining how to achieve desired exposures. | Finance |
West Coast Financial LLC
West Coast Financial LLC Investment ManagersFinance WCF customizes plans based on a client’s specific values, goals and financial realities. They implement their clients’ plans by managing individual stocks and bonds as well as mutual funds and ETFs. The firm also manages other investments such as commercial real estate (including their own WCF Real Estate Funds), impact investing opportunities, venture capital, private equity, and others. | Finance |
Occidental College
 Occidental College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
