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.
CM Advisors Ltd. Investment ManagersFinance Provides investment services | Membre du Comité d'Investissement | - |
Formation de Keri Wong
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
CM Advisors Ltd.
CM Advisors Ltd. Investment ManagersFinance Provides investment services | Finance |
Providence College
Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















