Profil
Ms. Keri Wong is a Senior Portfolio Manager & Vice President at CM Advisors Ltd.
As a member of the Investment Committee, Ms. Wong is actively involved in the portfolio management of the CMA
funds.
Prior to joining the firm, she worked as Portfolio Manager & Administrator at Boston Private Value Investors, an investment advisory firm which provides services to institutions and high net worth families and individuals.
From 1995 to 2002, she was a registered Sales Associate at DLJ, servicing high net worth individuals and third party managers.
She received her Bachelor of Science in Business Administration, Cum Laude, from Providence College.
Anciens postes connus de Keri Wong
Sociétés | Poste | Fin |
---|---|---|
CM Advisors Ltd. | Membre du Comité d'Investissement | - |
Formation de Keri Wong
Providence College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
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CM Advisors Ltd. | Finance |