![Jian H. Wang](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>)
Jian H. Wang
Gestionnaire de Portefeuille-Actions chez
Morse Asset Management, Inc.
Profil
Mr. Jian H.
Wang is a Principal & Managing Director at Morse Asset Management, Inc.
He was formerly a Managing Director of CG Asset Management LLC.
Prior to that, he was involved in Investment Research and Trading at Evercore Wealth Management as a Vice President.
He has over fifteen years of experience, including seven years as the head trader at the Wall Street Fund and a portfolio manager and Principal at Morse, Williams & Co, Inc. His prior positions include options trading, administrative work at the Mechanical Engineering Department of Tung-Ji University in Shanghai and sales for Siemens, also in Shanghai.
He graduated from Long Island University in 1991 and received an M.B.A. in Finance from the New York Institute of Technology in 1995.
Postes actifs de Jian H. Wang
| Sociétés | Poste | Début |
|---|---|---|
Morse Asset Management, Inc.
 Morse Asset Management, Inc. Investment ManagersFinance MAM seeks above benchmark returns, with diversified growth and value, commensurate with a longer-term investment horizon, through a combination of fixed income and equity securities. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Jian H. Wang
| Sociétés | Poste | Fin |
|---|---|---|
Morse, Williams & Co., Inc.
 Morse, Williams & Co., Inc. Investment ManagersFinance Morse Williams & Co.'s (MWC) investment approach is based on both top-down and bottom-up methodologies. At weekly investment policy meetings, the principals review the overall investment, economic and political climate and discuss equity and fixed-income investments. From a universe of 3,000 stocks, proprietary algorithms are used to develop percentile rankings of company's forward expected returns. Each month the top percentile securities are reviewed for potential investment and the lower rankings are evaluated to determine whether they should be sold. Companies are analyzed with the objective of identifying earnings growth, vigorous new product activity, financial strength and management ability and incentives. MWC has a 12 to 18 month time horizon or longer. They tend to select stocks with above average growth characteristics with at or below market risk. Though not limited by sector, MWC tends to invest in the stocks of companies in the electronic technology, health technology, technology services and producer manufacturing sectors. The firm invests mainly in US mid-cap and large-cap stocks. MWC maintains a low turnover rate. | Analyst-Equity | 21/09/2009 |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Analyst-Equity | - |
Siemens Ltd. China
 Siemens Ltd. China Information Technology ServicesTechnology Services Operates as a technology company focused on industry, infrastructure, transportation and healthcare | Corporate Officer/Principal | - |
Formation de Jian H. Wang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
36
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Morse Williams & Co.'s (MWC) investment approach is based on both top-down and bottom-up methodologies. At weekly investment policy meetings, the principals review the overall investment, economic and political climate and discuss equity and fixed-income investments. From a universe of 3,000 stocks, proprietary algorithms are used to develop percentile rankings of company's forward expected returns. Each month the top percentile securities are reviewed for potential investment and the lower rankings are evaluated to determine whether they should be sold. Companies are analyzed with the objective of identifying earnings growth, vigorous new product activity, financial strength and management ability and incentives. MWC has a 12 to 18 month time horizon or longer. They tend to select stocks with above average growth characteristics with at or below market risk. Though not limited by sector, MWC tends to invest in the stocks of companies in the electronic technology, health technology, technology services and producer manufacturing sectors. The firm invests mainly in US mid-cap and large-cap stocks. MWC maintains a low turnover rate. | Finance |
Long Island University
 Long Island University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
New York Institute of Technology
 New York Institute of Technology Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Siemens Ltd. China
Siemens Ltd. China Information Technology ServicesTechnology Services Operates as a technology company focused on industry, infrastructure, transportation and healthcare | Technology Services |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth seeks to build customized and diversified portfolios based on each client's individual and specific needs, objectives, investment guidelines and restrictions, which may be adjusted to market or client circumstances. Their fixed income investment team seeks to provide clients with a steady income stream while preserving principal. The firm seeks to maximize portfolio returns by creating fixed income portfolios with a focus on tax-considerations and specific client objectives. For equity investment management, Evercore Wealth seeks to generate long-term returns and capital appreciation by investing in the large, small and mid-cap stocks of domestic, foreign, and global businesses. | Finance |
Morse Asset Management, Inc.
Morse Asset Management, Inc. Investment ManagersFinance MAM seeks above benchmark returns, with diversified growth and value, commensurate with a longer-term investment horizon, through a combination of fixed income and equity securities. | Finance |
