Historique de carrière de Tony Cao
Anciens postes connus de Tony Cao
Sociétés | Poste | Début | 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 | 01/02/2012 | 01/04/2021 |
Formation de Tony Cao
Illinois Institute of Technology | Graduate Degree |
Roosevelt University | Graduate Degree |
The Hong Kong Polytechnic University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 4 |
Hong Kong | 2 |
Opérationnelle
Graduate Degree | 2 |
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sectorielle
Consumer Services | 4 |
Finance | 2 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
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 |