Tracy Zhao
Portfolio Manager-Fixed Income chez Wellington Square Advisors, Inc.
Profil
Ms. Tracy Zhao, CFA, is a Portfolio Manager at Wellington Square Advisors, Inc.
Prior to Wellington Square Advisors, She was an investment analyst at iA Clarington Investments.
Previously, She worked for a New York-based firm, covering institutional clients across North America and Europe as Director of High Yield & Distressed Sales.
She has also worked in the mining and power investment banking group at GMP Capital and the utilities investment banking group at CIBC World Markets.
She holds a Bachelor of Commerce degree from McGill University and is a CFA charterholder.
Postes actifs de Tracy Zhao
| Sociétés | Poste | Début |
|---|---|---|
Wellington Square Advisors, Inc.
 Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards. | Portfolio Manager-Fixed Income | 01/05/2021 |
Anciens postes connus de Tracy Zhao
| Sociétés | Poste | Fin |
|---|---|---|
IA Clarington Investments, Inc.
 IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments. | Corporate Officer/Principal | 01/05/2020 |
Formation de Tracy Zhao
| McGill University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Wellington Square Advisors, Inc.
Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards. | Finance |
IA Clarington Investments, Inc.
IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments. | Finance |
