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.
she is responsible for overseeing the firm's financial planning and wealth management services.
She is also closely involved with a select number of TFC's largest clients, and provides investment research and analytical support as a key member of TFC's Financial Planning and Investment Committees.
Previously she served as a security analyst for the international investment management team at the Putnam Companies.
At the time, the mutual fund company had $800 million invested in foreign equities.
She began her career as an investment analyst at Asian Oceanic Limited, a merchant bank in Hong Kong, where she previously resided.
She worked in the research and credit department, supporting the Corporate Finance, Commercial Lending, and Investment Management divisions.
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.
She received her B.A.
in Economics from Middlebury College.
Postes actifs de Renée Kamyee Kwok
Sociétés | Poste | Début |
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TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Directeur Général | 01/01/1991 |
GrowthCurve Capital Lp
GrowthCurve Capital Lp Investment ManagersFinance GrowthCurve Capital LP (Growthcurve Capital) is a private equity firm founded in 2020 by Sumit Rajpal. The firm is headquartered in New York. | Comptroller/Controller/Auditor | - |
Formation de Renée Kamyee Kwok
Middlebury College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
Entreprise privées | 2 |
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TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Finance |
GrowthCurve Capital Lp
GrowthCurve Capital Lp Investment ManagersFinance GrowthCurve Capital LP (Growthcurve Capital) is a private equity firm founded in 2020 by Sumit Rajpal. The firm is headquartered in New York. | Finance |