Roberta S. Hong
Plus aucun poste en cours
Profil
Ms. Roberta S.
Hong is Senior Portfolio Operations Associate at Bingham Osborn & Scarborough LLC.
Ms. Hong joined Bingham Osborn in 2010.
Prior to that, she worked as an Investment Operations Associate at Dimensional Fund Advisors (DFA) in Santa Monica, CA.
At DFA, she specialized in opening and maintaining accounts for large, institutional clients as well as trade reconciliation for many international mutual funds.
Earlier in her career, she served as a Portfolio Administrator with Bjurman, Barry and Associates, a small cap growth investment advisor in Los Angeles, CA.
Ms. Hong earned a BA in International Studies from University of California at Irvine.
Anciens postes connus de Roberta S. Hong
| Sociétés | Poste | Fin |
|---|---|---|
Dimensional Fund Advisors LP
 Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Corporate Officer/Principal | - |
Bjurman, Barry & Associates
 Bjurman, Barry & Associates Investment ManagersFinance Founded in 1970, Bjurman, Barry & Associates (BBA), formerly George D. Bjurman & Associates, is a registered investment advisor firm located in Los Angeles. The firm specializes in the management of investment portfolios for corporate pension and profit sharing plans, jointly trusteed and union pension plans, states and municipalities, foundations, endowment funds and individuals. BBA is jointly owned by the senior associates of the firm. They have no affiliations with any corporate, banking, or insurance organizations. The assets the firm has under management are divided among equity, fixed income, and balanced portfolios. | Corporate Officer/Principal | - |
Bingham, Osborn & Scarborough LLC
 Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Corporate Officer/Principal | - |
Formation de Roberta S. Hong
| University of California, Berkeley | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Bingham, Osborn & Scarborough LLC
Bingham, Osborn & Scarborough LLC Investment ManagersFinance Bingham, Osborn & Scarborough LLC (BOS) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. It has additional office in Redwood City, California. It was founded in 1985 by Robert Bingham, Earl Osborn and John Scarborough. The firm provides investment management and advisory services to individuals, trusts, foundations, endowments, charitable organizations, corporations or other businesses, pensions and profit-sharing plans. In November 2021, BOS merged with Cerity Partners LLC. The combined firm will operate under the Cerity Partners name. | Finance |
Dimensional Fund Advisors LP
Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Finance |
Bjurman, Barry & Associates
Bjurman, Barry & Associates Investment ManagersFinance Founded in 1970, Bjurman, Barry & Associates (BBA), formerly George D. Bjurman & Associates, is a registered investment advisor firm located in Los Angeles. The firm specializes in the management of investment portfolios for corporate pension and profit sharing plans, jointly trusteed and union pension plans, states and municipalities, foundations, endowment funds and individuals. BBA is jointly owned by the senior associates of the firm. They have no affiliations with any corporate, banking, or insurance organizations. The assets the firm has under management are divided among equity, fixed income, and balanced portfolios. | Finance |
