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Profil
Kendrick Akira Uyeda worked as a Portfolio Management Analyst at Dowling & Yahnke LLC from 2019 to 2023.
He completed his undergraduate degree at the University of Delaware and earned an MBA from the University of San Diego.
Anciens postes connus de Kendrick Akira Uyeda
| Sociétés | Poste | Fin |
|---|---|---|
Dowling & Yahnke LLC
 Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Analyst-Equity | 31/03/2023 |
Formation de Kendrick Akira Uyeda
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
14
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Dowling & Yahnke LLC
Dowling & Yahnke LLC Investment ManagersFinance Dowling & Yahnke's investment approach in based on Modern Portfolio Theory and is designed to build broadly diversified, tax-efficient portfolios that capture the targeted asset class returns in a low-cost manner. The firm designs and implements wealth management solutions that are tailored to meet each client's goals and objectives. They use individual large company stocks in a diversified portfolio to gain broad exposure to the largest part of the US stock market in a low cost, tax efficient manner. In addition, small company stock and international stock mutual funds are used to provide broad diversification to the overall portfolio. | Finance |
University of Delaware
 University of Delaware Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of San Diego
 University of San Diego Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
