Profil
Mr. Tony Cao, CFA, is an Investment Analyst at ProManage LLC.
He is conducting qualitative and quantitative research on mutual funds and other investment devices, and constructs portfolios.
Prior to joining ProManage, Mr. Cao was an equity analyst leader at Stuart Investment Group, IIT, specializing in equity research and portfolio management.
With his concentrations in financial modeling and risk management, he also wrote a Monte Carlo retirement planning program for a financial advisory firm.
Mr. Cao earned a Master of Science degree in Computer Science from the Roosevelt University, a Master of Science degree in Finance from the Illinois Institute of Technology and a BBA (Hons) degree in Accounting and Finance from the Hong Kong Polytechnic University.
He is a CFA® charterholder and a Certified FRM.
Anciens postes connus de Tony Cao
| Sociétés | Poste | Fin |
|---|---|---|
ProManage LLC
 ProManage LLC Investment ManagersFinance ProManage LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Bob Cohen in 1999 and has been providing managed account or asset allocation services to retirement plans, first as Strategic Financial Concepts and then after a merger with ProManage, Inc. in 2004, as ProManage LLC. They became an independent firm through a management buyout in September 2015. In 2023, the firm became a wholly owned subsidiary of Smart Managed Solutions, Inc., ultimately owned by Smart Pension Ltd. in Great Britain. ProManage provides investment advisory services to defined contributions (such as 401(k), 403(b) and 457) plans and their sponsors. | Analyst-Equity | 01/04/2021 |
Formation de Tony Cao
| Illinois Institute of Technology | Graduate Degree |
| The Hong Kong Polytechnic University | Undergraduate Degree |
| Roosevelt University | Graduate Degree |
Expériences
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Relations au 1er degré
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| Entreprise privées | 1 |
|---|---|
ProManage LLC
ProManage LLC Investment ManagersFinance ProManage LLC is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Bob Cohen in 1999 and has been providing managed account or asset allocation services to retirement plans, first as Strategic Financial Concepts and then after a merger with ProManage, Inc. in 2004, as ProManage LLC. They became an independent firm through a management buyout in September 2015. In 2023, the firm became a wholly owned subsidiary of Smart Managed Solutions, Inc., ultimately owned by Smart Pension Ltd. in Great Britain. ProManage provides investment advisory services to defined contributions (such as 401(k), 403(b) and 457) plans and their sponsors. | Finance |