![Jennifer Jing Chan](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>)
Jennifer Jing Chan
Gestionnaire de Portefeuille-Actions chez
Laird Norton Wetherby Wealth Management LLC
Profil
Ms. Jennifer J.
Chan, CFA MBA, is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
She joined the firm in 2016 and works with clients to manage their investment portfolios and wealth planning needs, helping them have peace of mind in achieving their various financial goals.
Ms. Chan was previously employed as a Principal by Wells Fargo Advisors LLC and an Assistant Account Executive by Cohn & Wolfe.
Ms. Chan received her Bachelor's degree in Communications from the University of Southern California and an MBA from Yale School of Management.
Postes actifs de Jennifer Jing Chan
| Sociétés | Poste | Début |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
 Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de Jennifer Jing Chan
| Sociétés | Poste | Fin |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Corporate Officer/Principal | 31/12/2015 |
Cohn & Wolfe
 Cohn & Wolfe Miscellaneous Commercial ServicesCommercial Services Provides public relations and digital campaign services | Corporate Officer/Principal | 31/12/2007 |
Formation de Jennifer Jing Chan
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 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Finance |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cohn & Wolfe
Cohn & Wolfe Miscellaneous Commercial ServicesCommercial Services Provides public relations and digital campaign services | Commercial Services |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions. | Finance |
Yale School of Management
 Yale School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
