Allison He
Portefeuillebeheerder-Aandelen bij Wasatch Advisors, Inc.
Profiel
Ms. Allison He, CFA MBA, is an Associate Portfolio Manager at Wasatch Advisors LP.
She joined the firm as a Senior Analyst in March 2013 and has 11 years of experience at the firm.
Ms. He has over 19 years of industry experience.
Prior to joining Wasatch, Ms. He was a Vice President at Western Investment LLC, a multi-strategy fund—where she managed hedging strategies, activism strategies and arbitrage opportunities in international equity closed-end funds.
She also has years of experience in quantitative research and data analytics.
Ms. He earned a Master of Business Administration with the Palmer Scholar honor from the Wharton School of the University of Pennsylvania, a Master of Engineering in Computer Science from the University of Utah, and a Bachelor of Science in Computer Science from Beijing Jiaotong University.
She is also a CFA charter holder.
Actieve functies van Allison He
| Bedrijven | Functie | Begin |
|---|---|---|
Wasatch Advisors, Inc.
 Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Portefeuillebeheerder-Aandelen | 01-01-2018 |
Eerdere bekende functies van Allison He
| Bedrijven | Functie | Einde |
|---|---|---|
Western Investment LLC
 Western Investment LLC Investment Trusts/Mutual FundsMiscellaneous Founded in 1997, Western Investment LLC is a hedge fund manager located in Salt Lake City, Utah. The firm provides discretionary investment advisory and management services to two private investment pools, Western Investment Hedged Partners LP and Western Investment Total Return Partners LP, and non-discretionary advisory services to one U.S. domiciled managed account. | Corporate Officer/Principal | - |
Opleiding van Allison He
| University of Utah | Graduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
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Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Wasatch Advisors, Inc.
Wasatch Advisors, Inc. Investment ManagersFinance Wasatch Advisors, Inc. (Wasatch) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products. | Finance |
Western Investment LLC
Western Investment LLC Investment Trusts/Mutual FundsMiscellaneous Founded in 1997, Western Investment LLC is a hedge fund manager located in Salt Lake City, Utah. The firm provides discretionary investment advisory and management services to two private investment pools, Western Investment Hedged Partners LP and Western Investment Total Return Partners LP, and non-discretionary advisory services to one U.S. domiciled managed account. | Miscellaneous |