Profiel
Mr. James Nguyen is a Director, Portfolio Manager & Thematic Research Analyst at Chevy Chase Trust Co. He manages high-net-worth and institutional client portfolios and shares responsibility for the development and oversight of investment strategy and process.
He also supports the Equity Investment team, conducting thematic research on secular trends and performing fundamental analysis of companies impacted by them.
Prior to Chevy Chase Trust, Mr. Nguyen was a senior analyst and portfolio manager at BDO Wealth and a Portfolio Manager at Lockheed Martin Investment Management Company.
He has held research and portfolio management roles at a wide range of investment firms including Complex Capital, SAC Capital, J.
& W.
Seligman, and Morgan Stanley.
He graduated from The Wharton School at the University of Pennsylvania.
Actieve functies van James Nguyen
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Chevy Chase Trust Co.
 Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Analyst-Equity | 01-05-2022 |
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| Bedrijven in privébezit | 1 |
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Chevy Chase Trust Co.
Chevy Chase Trust Co. Investment ManagersFinance Chevy Chase Trust Co. (CCTC) is a SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded in 1997 and is a subsidiary of Chevy Chase Trust Holdings LLC, ultimately owned by Chevy Chase Holdings, Inc. CCTC primarily provides investment management services to high-net-worth individuals, investment companies, pension and profit-sharing plans, charitable organizations, state and municipal entities, insurance companies, and other institutional clients. | Finance |
