![Stephen Wing Gae Yip](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Stephen Wing Gae Yip is the founder of Cypress Strategies LLC, which was founded in 2001.
He worked as a Vice President at BT Alex Brown, Inc. from 1990 to 1997 and as a Business Development Engineer at Esso Resources Canada Ltd. in 1986.
Mr. Yip received an undergraduate degree from The University of Waterloo and a graduate degree in MBA from the University of Western Ontario in 1990.
Anciens postes connus de Stephen Wing Gae Yip
| Sociétés | Poste | Fin |
|---|---|---|
BT Alex Brown, Inc.
 BT Alex Brown, Inc. Investment Banks/BrokersFinance Provides securities brokergae services | Corporate Officer/Principal | 31/12/1997 |
Esso Resources Canada Ltd. | Corporate Officer/Principal | 31/12/1986 |
Cypress Strategies LLC
 Cypress Strategies LLC Investment ManagersFinance Cypress Strategies employs a hybrid top-down and bottom-up approach along with systematic trading to manage portfolios in a tax-efficient manner. The firm starts with an overall asset allocation guideline that is tailored to each individual client's needs and risk tolerances. Cypress Strategies manages accounts to meet performance objectives within specified risk parameters. Their investment philosophy is based on three fundamental elements: asset allocation tracking, dollar cost average entry into market positions over a period of time and tax sensitive trading. Cypress Strategies employs asset allocation principles to balance the risks between asset classes, utilize broad market and sector indices and mutual funds that represent numerous companies to diversify portfolio holdings and complement index investing with a limited pool of the stocks of high-quality companies with long-term growth potential and flexibility. The firm uses enhanced buy and hold index investment strategies with disciplined entry and tax effective exit parameters. They limit reliance on stock picks with the use of broad market and sector indices. | Directeur Général | - |
Formation de Stephen Wing Gae Yip
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
BT Alex Brown, Inc.
BT Alex Brown, Inc. Investment Banks/BrokersFinance Provides securities brokergae services | Finance |
Cypress Strategies LLC
Cypress Strategies LLC Investment ManagersFinance Cypress Strategies employs a hybrid top-down and bottom-up approach along with systematic trading to manage portfolios in a tax-efficient manner. The firm starts with an overall asset allocation guideline that is tailored to each individual client's needs and risk tolerances. Cypress Strategies manages accounts to meet performance objectives within specified risk parameters. Their investment philosophy is based on three fundamental elements: asset allocation tracking, dollar cost average entry into market positions over a period of time and tax sensitive trading. Cypress Strategies employs asset allocation principles to balance the risks between asset classes, utilize broad market and sector indices and mutual funds that represent numerous companies to diversify portfolio holdings and complement index investing with a limited pool of the stocks of high-quality companies with long-term growth potential and flexibility. The firm uses enhanced buy and hold index investment strategies with disciplined entry and tax effective exit parameters. They limit reliance on stock picks with the use of broad market and sector indices. | Finance |
The University of Waterloo
 The University of Waterloo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Esso Resources Canada Ltd. |
