Don Kuanglun Kuo
Operationeel Directeur bij WCM Investment Management LLC
Profiel
Mr. Don K.
Kuo, CFA MBA, is a Deputy Chief Operating Officer at WCM Investment Management LLC.
His primary responsibilities are to assist with oversight of the Operations Team, along with personnel development, risk management, and business development.
Mr. Kuo was previously employed as a Research Analyst by London Pacific Advisors, Inc. and a Portfolio Analyst by Engemann Asset Management.
He received his undergraduate degree from the University of Kansas and an MBA from the University of Missouri.
Actieve functies van Don Kuanglun Kuo
| Bedrijven | Functie | Begin |
|---|---|---|
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Operationeel Directeur | 01-01-2021 |
Eerdere bekende functies van Don Kuanglun Kuo
| Bedrijven | Functie | Einde |
|---|---|---|
| London Pacific Advisors, Inc. | Corporate Officer/Principal | - |
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Corporate Officer/Principal | - |
Opleiding van Don Kuanglun Kuo
| University of Kansas | Undergraduate Degree |
| University of Missouri | Masters Business Admin |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
WCM Investment Management LLC
WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs. | Finance |
| London Pacific Advisors, Inc. | Finance |
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Founded in 1969 by Roger Engemann, Engemann Asset Management, formerly Roger Engemann & Associates, Inc., is a registered investment advisor firm located in San Francisco. Los Angeles. The firm is a subsidiary of Virtus Investment Partners, Inc. (NasdaqGM: VRTS). They specialize in the management of growth-oriented investment portfolios for individuals, corporations, foundations, endowments, trusts and retirement plans | Finance |