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Historique de carrière de Steve Chan
Anciens postes connus de Steve Chan
Sociétés | Poste | Début | Fin |
---|---|---|---|
Foresters Investment Management Co., Inc.
![]() Foresters Investment Management Co., Inc. Investment ManagersFinance Foresters Investment Management Co. Inc. (FIMC) is a mutual fund manager and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Foresters Financial Holding Co. Inc., itself a wholly-owned subsidiary of the Independent Order of Foresters, a Canadian fraternal benefit society with operations in Canada, the United States and the United Kingdom. Founded in 1971, FIMC was formerly known as First Investors Management Co., Inc. They act as investment adviser primarily to the First Investors Family of Funds. The First Investors Family of Funds consists of four trusts, which collectively contain 50 registered investment companies. The firm also acts as investment advisor to various proprietary accounts. | Portfolio Manager-Fixed Income | 03/11/2007 | 05/06/2009 |
Spectrum Asset Management, Inc.
![]() Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum Asset Management, Inc. (SAM) is an investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1987 by Mark Lieb. In 2001, they were acquired by Principal Global Investors Holding Company (US) LLC (PGI), the asset management arm of The Principal Financial Group, Inc. (NYSE: PFG). SAM provides portfolio management services to registered mutual funds, private investment funds, foreign funds such as UCITS, sponsors of wrap account programs, corporate pension and profit–sharing plans, charitable institutions, insurance companies, foundations, endowments, and other US and international institutions. | Analyst-Fixed Income | 01/01/2002 | 02/11/2007 |
DWS Investment Management Americas, Inc.
![]() DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Corporate Officer/Principal | - | - |
Formation de Steve Chan
University of Pennsylvania | Masters Business Admin |
Washington University in St. Louis | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Analyst-Fixed Income | 1 |
Corporate Officer/Principal | 1 |
Portfolio Manager-Fixed Income | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
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Spectrum Asset Management, Inc.
![]() Spectrum Asset Management, Inc. Investment ManagersFinance Spectrum Asset Management, Inc. (SAM) is an investment advisor headquartered in Stamford, Connecticut. The firm was founded in 1987 by Mark Lieb. In 2001, they were acquired by Principal Global Investors Holding Company (US) LLC (PGI), the asset management arm of The Principal Financial Group, Inc. (NYSE: PFG). SAM provides portfolio management services to registered mutual funds, private investment funds, foreign funds such as UCITS, sponsors of wrap account programs, corporate pension and profit–sharing plans, charitable institutions, insurance companies, foundations, endowments, and other US and international institutions. | Finance |
DWS Investment Management Americas, Inc.
![]() DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name to DWS as part of the rebranding of Deutsche Asset Management. They are a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for their municipal bond strategies through wrap fee programs. | Finance |
Foresters Investment Management Co., Inc.
![]() Foresters Investment Management Co., Inc. Investment ManagersFinance Foresters Investment Management Co. Inc. (FIMC) is a mutual fund manager and registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Foresters Financial Holding Co. Inc., itself a wholly-owned subsidiary of the Independent Order of Foresters, a Canadian fraternal benefit society with operations in Canada, the United States and the United Kingdom. Founded in 1971, FIMC was formerly known as First Investors Management Co., Inc. They act as investment adviser primarily to the First Investors Family of Funds. The First Investors Family of Funds consists of four trusts, which collectively contain 50 registered investment companies. The firm also acts as investment advisor to various proprietary accounts. | Finance |
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