Judith Cheng
Directeur en chef des Investissements chez Pacific Financial Group, Inc.
Profil
Ms. Judith Cheng is a Chief Investment Officer at Pacific Financial Group, Inc.
She has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon.
She spent her early career in diverse roles at Northwestern Mutual and Royal Bank of Canada.
Her previous work has focused on portfolio construction, market analysis, manager research, and multi-asset model investment portfolios.
She is skilled at managing and rebalancing investment portfolios and developing market related thought leadership.
Ms. Cheng is a CFA Charterholder and has earned Chartered Alternative Investment Analyst (CAIA) and Certified in Investment Performance Measurement (CIPM) designations.
Postes actifs de Judith Cheng
| Sociétés | Poste | Début |
|---|---|---|
Pacific Financial Group, Inc.
 Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Directeur en chef des Investissements | 01/12/2022 |
Anciens postes connus de Judith Cheng
| Sociétés | Poste | Fin |
|---|---|---|
BNY Mellon Capital Markets LLC
 BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 01/04/2022 |
Formation de Judith Cheng
| University of British Columbia | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
BNY Mellon Capital Markets LLC
BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |