Profiel
Mr. Billy J.
Hwan, CFA MBA, is a Portfolio Manager & Senior Analyst at Parnassus Investments LLC.
Mr. Hwan has responsibility for portfolio management for the firm’s Endeavor strategy.
His prior experience includes equity research at Dodge & Cox in San Francisco and at the Government of Singapore Investment Corporation.
Mr. Hwan was previously employed as a Portfolio Manager & Senior Research Analyst by Parnassus Investments.
He received his bachelor's degree in engineering from Stanford University and a master's degree in accountancy from the University of Houston.
He graduated with honors from the University of California, Berkeley with his master's degree in business administration.
Mr. Hwan holds the CPA and CFA designations.
Actieve functies van Billy Jay Hwan
| Bedrijven | Functie | Begin |
|---|---|---|
Parnassus Investments LLC
 Parnassus Investments LLC Investment ManagersFinance Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all their assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two registered investment companies, the Parnassus Funds trust and the Parnassus Income Funds trust. The firm also provides investment advisory services to a variety of separate accounts and institutional accounts. | Analyst-Equity | 01-10-2021 |
Eerdere bekende functies van Billy Jay Hwan
| Bedrijven | Functie | Einde |
|---|---|---|
Parnassus Investments
 Parnassus Investments Investment ManagersFinance Parnassus Investments is an investment advidsory firm headquartered in San Francisco, California. The firm was founded in 1984 by Jerome Dodson and is a subsidiary of Parnassus Investments LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Parnassus Investments provides investment advice to investment companies and separately manage institutional accounts. | Analyst-Equity | 28-09-2021 |
Dodge & Cox
 Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Billy Jay Hwan
| Stanford University | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
| University of Houston | Graduate Degree |
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| Bedrijven in privébezit | 3 |
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Parnassus Investments
Parnassus Investments Investment ManagersFinance Parnassus Investments is an investment advidsory firm headquartered in San Francisco, California. The firm was founded in 1984 by Jerome Dodson and is a subsidiary of Parnassus Investments LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). Parnassus Investments provides investment advice to investment companies and separately manage institutional accounts. | Finance |
Dodge & Cox
Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy. | Finance |
Parnassus Investments LLC
Parnassus Investments LLC Investment ManagersFinance Parnassus Investments LLC is a SEC-registered investment advisor headquartered in San Francisco, California. Parnassus Investments (founded in 1984), the predecessor corporation, transferred all their assets to Parnassus Investments LLC in 2021 in connection with the acquisition of a majority equity interest in the firm by Affiliated Managers Group, Inc. (AMG) (NYSE: AMG) effective October 2021. The firm is directly owned by Gallium Acquisition LLC, ultimately owned by AMG. Parnassus Investments provides investment advisory services to two registered investment companies, the Parnassus Funds trust and the Parnassus Income Funds trust. The firm also provides investment advisory services to a variety of separate accounts and institutional accounts. | Finance |
