![Kevin Alexander Chang](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>)
Profil
Kevin Alexander Chang worked as a Principal at The Smart Investor from 2009 to 2010.
He then worked as a Principal & Financial Advisor at MAK Financial Services LLC from 2011 to 2021.
Mr. Chang received his undergraduate degree from the University of California, Santa Barbara in 2006.
Anciens postes connus de Kevin Alexander Chang
| Sociétés | Poste | Fin |
|---|---|---|
MAK Financial Services LLC
 MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments. | Analyst-Equity | 31/03/2021 |
The Smart Investor
 The Smart Investor Investment ManagersFinance Provides financial planning and investment management services | Corporate Officer/Principal | 31/12/2010 |
Formation de Kevin Alexander Chang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
81
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of California, Santa Barbara
 University of California, Santa Barbara Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Smart Investor
The Smart Investor Investment ManagersFinance Provides financial planning and investment management services | Finance |
MAK Financial Services LLC
MAK Financial Services LLC Investment ManagersFinance MAK Financial recommends asset allocations based on each client's unique economic situation, liquidity needs, risk tolerance, proposed investment period, need for diversification, current income needs, and present and anticipated tax situation. The firm also considers historical yields, potential appreciation and marketability before making investment recommendations. They recommend and manage many types of assets, including: exchange-listed securities, open- and closed-end investment companies, corporate debt, ETFs, US government securities, and other public and private securities or investments. | Finance |
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