Profil
William Tao worked as a Portfolio Manager at Tukman Grossman Capital Management, Inc. He was a Principal at Aster Investment Management Co., Inc. from 2010 to 2013.
He worked as an Auditor at KPMG LLP and as an Associate at Credit Suisse First Boston Corp.
He was a Research Associate at BMO Capital Markets Corp.
from 2004 to 2007 and a Portfolio Manager at ArrowMark Colorado Holdings LLC.
Mr. Tao received his undergraduate degree from the University of Toronto in 1994 and his MBA from the University of Western Ontario in 1999.
Anciens postes connus de William Tao
| Sociétés | Poste | Fin |
|---|---|---|
Aster Investment Management Co., Inc.
 Aster Investment Management Co., Inc. Investment ManagersFinance Founded in 1977 by Richard F. Aster, Jr., Aster Investment Management Co., Inc. is a registered investment advisor and mutual fund manager located in Larkspur, California. The firm manages the Meridian family of no-load mutual funds including the Meridian Equity Income Fund, the Meridian Growth Fund and the Meridian Value Fund. | Analyst-Equity | 20/10/2011 |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Analyst-Equity | 31/05/2007 |
| Credit Suisse First Boston Corp. | Corporate Officer/Principal | - |
Tukman Grossman Capital Management, Inc.
 Tukman Grossman Capital Management, Inc. Investment ManagersFinance Founded in 1980, Tukman Grossman Capital Management, Inc. is a registered investment advisor located in Larkspur, California. The firm was formerly known as formerly Tukman Capital Management, Inc. The firm provides investment advisory services for a variety of clients including pension funds, foundations, private funds, other types of “institutional clients,” and high net-worth individuals. | Gestionnaire de Portefeuille-Actions | - |
ArrowMark Colorado Holdings LLC
 ArrowMark Colorado Holdings LLC Investment ManagersFinance ArrowMark Colorado Holdings LLC (ArrowMark) is a SEC-registered investment advisor headquartered in Denver, Colorado. Formerly known as Arrowpoint Asset Management LLC, the firm was founded in 2007 by David Corkins, Karen Reidy, and Minyoung Sohn. They are owned by CF Shirtsleeves LLC. ArrowMark provides investment management services to high-net-worth individuals and institutional clients, collateralized loan obligations (CLOs), privately offered limited partnerships and corporate investment vehicles (funds), and registered investment companies (mutual funds). | Gestionnaire de Portefeuille-Actions | - |
Formation de William Tao
| University of Western Ontario | Masters Business Admin |
| University of Toronto | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 6 |
|---|---|
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Finance |
Aster Investment Management Co., Inc.
Aster Investment Management Co., Inc. Investment ManagersFinance Founded in 1977 by Richard F. Aster, Jr., Aster Investment Management Co., Inc. is a registered investment advisor and mutual fund manager located in Larkspur, California. The firm manages the Meridian family of no-load mutual funds including the Meridian Equity Income Fund, the Meridian Growth Fund and the Meridian Value Fund. | Finance |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
| Credit Suisse First Boston Corp. | Finance |
ArrowMark Colorado Holdings LLC
ArrowMark Colorado Holdings LLC Investment ManagersFinance ArrowMark Colorado Holdings LLC (ArrowMark) is a SEC-registered investment advisor headquartered in Denver, Colorado. Formerly known as Arrowpoint Asset Management LLC, the firm was founded in 2007 by David Corkins, Karen Reidy, and Minyoung Sohn. They are owned by CF Shirtsleeves LLC. ArrowMark provides investment management services to high-net-worth individuals and institutional clients, collateralized loan obligations (CLOs), privately offered limited partnerships and corporate investment vehicles (funds), and registered investment companies (mutual funds). | Finance |
Tukman Grossman Capital Management, Inc.
Tukman Grossman Capital Management, Inc. Investment ManagersFinance Founded in 1980, Tukman Grossman Capital Management, Inc. is a registered investment advisor located in Larkspur, California. The firm was formerly known as formerly Tukman Capital Management, Inc. The firm provides investment advisory services for a variety of clients including pension funds, foundations, private funds, other types of “institutional clients,” and high net-worth individuals. | Finance |