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Linda Hong Ning Zhang
Directeur Général chez Purview Investments LLC
Postes actifs de Linda Hong Ning Zhang
Sociétés | Poste | Début | Fin |
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Purview Investments LLC
![]() Purview Investments LLC Investment ManagersFinance Purview Investments LLC is a 100% women-owned and run firm that specializes in climate and ESG specialty firms. The private company is based in New York, NY. The company's lead portfolio manager, Dr. Linda Zhang, won the Best New ESG ETF award for the climate impact ESG ETF, ticker ECOZ, against industry giants such as Vanguard and JP Morgan. The company's website, www.purviewinvestments.com, provides research on ETFs, ETF portfolios, and ETF index. Purview Investments Linda Zhang was featured in Authority Magazine in their investment expert series about the 5 essentials for investing for the young generation. The company was founded in 2017 by Linda Hong Ning Zhang. Linda Hong Ning Zhang has been the CEO since 2017. | Directeur Général | 01/01/2017 | - |
Directeur en chef des Investissements | 01/01/2017 | - | |
Fondateur | 01/01/2017 | - | |
Gestionnaire de Portefeuille-Actions | 01/01/2017 | - |
Historique de carrière de Linda Hong Ning Zhang
Anciens postes connus de Linda Hong Ning Zhang
Sociétés | Poste | Début | Fin |
---|---|---|---|
Windhaven Investment Management, Inc.
![]() Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Analyst-Equity | - | 01/07/2016 |
Directeur de la Recherche - Actions | - | 01/07/2016 | |
Gestionnaire de Portefeuille-Actions | - | 01/07/2016 | |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Gestionnaire de Portefeuille-Actions | 23/05/2011 | 30/11/2012 |
Portfolio Manager-Fixed Income | 01/01/2010 | 30/11/2012 | |
Southern New Hampshire University | Corporate Officer/Principal | 01/01/1994 | 31/12/1994 |
Baring North America LLC
![]() Baring North America LLC Investment ManagersFinance Founded in 1989, Baring North America LLC is a registered investment advisor located in Boston. The firm manages institutional assets on behalf of clients located in the US. They are a direct subsidiary of MassMutual Baring Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. | Analyst-Equity | 01/01/1997 | 31/12/2003 |
State Street Research & Management Co.
![]() State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Analyst-Equity | 01/01/2004 | 31/01/2005 |
BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Analyst-Equity | 01/02/2005 | 31/10/2008 |
Gestionnaire de Portefeuille-Actions | 01/02/2005 | 31/10/2008 |
Formation de Linda Hong Ning Zhang
University of Massachusetts | Doctorate Degree |
University of Regina | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 9 |
Canada | 2 |
Opérationnelle
Analyst-Equity | 4 |
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 1 |
Sectorielle
Finance | 7 |
Consumer Services | 4 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 6 |
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BlackRock Advisors LLC
![]() BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
State Street Research & Management Co.
![]() State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
Baring North America LLC
![]() Baring North America LLC Investment ManagersFinance Founded in 1989, Baring North America LLC is a registered investment advisor located in Boston. The firm manages institutional assets on behalf of clients located in the US. They are a direct subsidiary of MassMutual Baring Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. | Finance |
Massachusetts Financial Services Co.
![]() Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., dba MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSX, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
Windhaven Investment Management, Inc.
![]() Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Purview Investments LLC
![]() Purview Investments LLC Investment ManagersFinance Purview Investments LLC is a 100% women-owned and run firm that specializes in climate and ESG specialty firms. The private company is based in New York, NY. The company's lead portfolio manager, Dr. Linda Zhang, won the Best New ESG ETF award for the climate impact ESG ETF, ticker ECOZ, against industry giants such as Vanguard and JP Morgan. The company's website, www.purviewinvestments.com, provides research on ETFs, ETF portfolios, and ETF index. Purview Investments Linda Zhang was featured in Authority Magazine in their investment expert series about the 5 essentials for investing for the young generation. The company was founded in 2017 by Linda Hong Ning Zhang. Linda Hong Ning Zhang has been the CEO since 2017. | Finance |
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