Peter Cherng Tsu Chang
Gestionnaire de Portefeuille-Actions chez Evoke Wealth LLC
Profil
Mr. Peter C.
Chang is a Partner at Evoke Wealth LLC.
He has been advising wealthy families and institutional investors since 2008, when he helped launch Luminous Capital.
Mr. Chang joined First Republic as a Wealth Manager through the acquisition of Luminous Capital in 2012.
He received a BS in management science from the University of California, San Diego.
Postes actifs de Peter Cherng Tsu Chang
Sociétés | Poste | Début |
---|---|---|
Evoke Wealth LLC
Evoke Wealth LLC Investment ManagersFinance Evoke Wealth LLC, do-business-as Evoke Advisors (EVOKE), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2019 and is a wholly owned subsidiary of Evoke Holdings LLC. EVOKE offers investment advisory services to ultra-high net worth individuals, families and non-profit institutions. | Gestionnaire de Portefeuille-Actions | 01/05/2019 |
Anciens postes connus de Peter Cherng Tsu Chang
Sociétés | Poste | Fin |
---|---|---|
First Republic Securities Co. LLC
First Republic Securities Co. LLC Investment Banks/BrokersFinance Part of First Republic Bank (San Francisco, California), First Republic Securities Co. LLC is a brokerage firm that offers investment management, brokerage, and trust services. The company, founded in 2000, is based in San Francisco, CA. The company provides personalized financial solutions for individuals and businesses, including banking, lending, and wealth management services. The company's team of seasoned bankers offers specialized industry knowledge to craft customized solutions that meet the financial needs of their clients. The company also offers a range of tools to track, optimize, and grow investment portfolios, including online brokerage services and cash management with fixed income management. | Corporate Officer/Principal | 01/05/2019 |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | Corporate Officer/Principal | 01/12/2012 |
Formation de Peter Cherng Tsu Chang
University of California San Diego | Undergraduate Degree |
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 | 3 |
---|---|
Evoke Wealth LLC
Evoke Wealth LLC Investment ManagersFinance Evoke Wealth LLC, do-business-as Evoke Advisors (EVOKE), is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 2019 and is a wholly owned subsidiary of Evoke Holdings LLC. EVOKE offers investment advisory services to ultra-high net worth individuals, families and non-profit institutions. | Finance |
Luminous Capital LLC
Luminous Capital LLC Investment ManagersFinance Founded in 2008, Luminous Capital LLC is a hedge fund manager located in Los Angeles. They manage the Luminous Capital Special Situations Fund LP and the Luminous Capital Special Situations Fund A LP. The firm offers ultra-high-net worth individual and family clients access to institutional-level investment solutions. | Finance |
First Republic Securities Co. LLC
First Republic Securities Co. LLC Investment Banks/BrokersFinance Part of First Republic Bank (San Francisco, California), First Republic Securities Co. LLC is a brokerage firm that offers investment management, brokerage, and trust services. The company, founded in 2000, is based in San Francisco, CA. The company provides personalized financial solutions for individuals and businesses, including banking, lending, and wealth management services. The company's team of seasoned bankers offers specialized industry knowledge to craft customized solutions that meet the financial needs of their clients. The company also offers a range of tools to track, optimize, and grow investment portfolios, including online brokerage services and cash management with fixed income management. | Finance |