![Vivian Tang](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
Ms. Vivian Tang, CFA, is a Portfolio Analyst at Wealth Architects LLC.
She has over 7 years of experience in wealth management.
She received her B.A., Economics and International Relations from the University of Southern California.
Postes actifs de Vivian Tang
| Sociétés | Poste | Début |
|---|---|---|
Wealth Architects LLC
 Wealth Architects LLC Investment ManagersFinance Wealth Architects offers advice on several types of investments including, but not limited to, stocks, bonds, options, mutual funds, municipal securities, and real estateinvestments. However, the firm primarily allocates its client’s wealth management assets among mutual funds, exchange traded funds, and individual debt securities in accordance with the investment objectives of the client. Their portfolio managers base their investment analysis on modern portfolio theory. | Analyst-Equity | 01/09/2015 |
Formation de Vivian Tang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
2
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wealth Architects LLC
Wealth Architects LLC Investment ManagersFinance Wealth Architects offers advice on several types of investments including, but not limited to, stocks, bonds, options, mutual funds, municipal securities, and real estateinvestments. However, the firm primarily allocates its client’s wealth management assets among mutual funds, exchange traded funds, and individual debt securities in accordance with the investment objectives of the client. Their portfolio managers base their investment analysis on modern portfolio theory. | Finance |
