Cleo Chang
Head-Equity Investments bij American Century Investment Management, Inc.
Profiel
Ms. Cleo Chang is a Chief Investment Solutions Officer & Senior Vice President at American Century Investment Management, Inc. She is the firm's most senior investment management executive responsible for setting the strategic direction of American Century Investments' alternative investments and exchanged traded fund initiatives.
Specifically, she helps develop competitive and forward-looking proprietary and third party subadvised investment solutions.
She also oversees the firm's investment communications and client portfolio management teams.
She is a member of American Century Investments' Management Committee, a senior leadership team responsible for establishing and executing strategic priorities.
Prior to joining American Century, Ms. Chang was chief investment officer and managing director with Wilshire Funds Management.
As CIO, she oversaw all investment-related functions, including manager research, portfolio management and investment research for both traditional and alternative asset classes.
Previously, she was the head of investment research, responsible for creating investment solutions and asset allocation frameworks.
Earlier in her career, she served as manager of investments with Harris myCFO Investment Advisory Services, a subsidiary of Bank of Montreal.
She earned her BA in economics from the University of California, Berkeley and an MS in mathematical finance from the University of Southern California.
She also holds an MBA with a concentration in finance from the Marshall School of Business, University of Southern California.
Actieve functies van Cleo Chang
Bedrijven | Functie | Begin |
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American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Head-Equity Investments | 18-05-2015 |
Eerdere bekende functies van Cleo Chang
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Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Portefeuillebeheerder-Aandelen | - |
Harris myCFO, Inc.
Harris myCFO, Inc. Investment ManagersFinance Harris myCFO, Inc. provides integrated financial services. They provide business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth-transfer services. The company was founded in 1999 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Opleiding van Cleo Chang
University of Southern California | Graduate Degree |
University of California, Berkeley | Undergraduate Degree |
USC Marshall School of Business | Masters Business Admin |
Ervaring
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Bedrijven in privébezit | 3 |
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Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Harris myCFO, Inc.
Harris myCFO, Inc. Investment ManagersFinance Harris myCFO, Inc. provides integrated financial services. They provide business and corporate clients with banking, lending, investing, financial planning, trust administration, portfolio management, family office and wealth-transfer services. The company was founded in 1999 and is headquartered in Chicago, IL. | Finance |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Finance |