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Renée Kamyee Kwok
Directeur Général chez
TFC Financial Management, Inc.
Profil
Ms. Renée K.
Kwok is President & Chief Executive Officer at TFC Financial Management, Inc. She joined the firm in 1991.
Ms. Kwok is responsible for overseeing the firm's financial planning and wealth management services for all client relationships.
Renée is also closely involved with a select number of TFC's largest clients and is a key member of TFC's Investment Committee.
Prior to joining the firm, Ms. Kwok was a Consultant for a fee-based financial planning and investment management company serving health care professionals.
She developed and implemented comprehensive financial programs, provided investment advisory services, assisted clients with banking activities and life insurance needs, and supervised the installation of the company's portfolio accounting and billing systems.
Previously, Ms. Kwok served as a Security Analyst for the international investment management team at the Putnam Companies.
She began her career as an Investment Analyst at Asian Oceanic Limited, a merchant bank in Hong Kong.
She worked in the research and credit department, supporting the Corporate Finance, Commercial Lending, and Investment Management divisions.
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She received her B.A. in Economics from Middlebury College.
Postes actifs de Renée Kamyee Kwok
| Sociétés | Poste | Début |
|---|---|---|
TFC Financial Management, Inc.
 TFC Financial Management, Inc. Investment ManagersFinance TFC Financial primarily utilizes no-load mutual funds and ETFs, and their portfolios are generally global in scope and value oriented. The firm employs a “core-passive” approach in both the fixed income and equity segments of balanced portfolios. | Directeur Général | 01/01/1991 |
GrowthCurve Capital Lp
 GrowthCurve Capital Lp Investment ManagersFinance GrowthCurve Capital invests in data-rich businesses located in the United States. The firm focuses on companies operating in the fields of technology, information services, healthcare and financial services sectors. It provides financing in form of equity for buyout capital transactions. | Comptroller/Controller/Auditor | - |
Formation de Renée Kamyee Kwok
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
84
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Middlebury College
 Middlebury College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial primarily utilizes no-load mutual funds and ETFs, and their portfolios are generally global in scope and value oriented. The firm employs a “core-passive” approach in both the fixed income and equity segments of balanced portfolios. | Finance |
GrowthCurve Capital Lp
GrowthCurve Capital Lp Investment ManagersFinance GrowthCurve Capital invests in data-rich businesses located in the United States. The firm focuses on companies operating in the fields of technology, information services, healthcare and financial services sectors. It provides financing in form of equity for buyout capital transactions. | Finance |
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