Jennifer Jing Chan
Portefeuillebeheerder-Aandelen bij Laird Norton Wetherby Wealth Management LLC
Profiel
Ms. Jennifer J.
Chan, CFA MBA, is a Wealth Manager at Laird Norton Wetherby Wealth Management LLC.
She joined the firm in 2016 and works with clients to manage their investment portfolios and wealth planning needs, helping them have peace of mind in achieving their various financial goals.
Ms. Chan was previously employed as a Principal by Wells Fargo Advisors LLC and an Assistant Account Executive by Cohn & Wolfe.
Ms. Chan received her Bachelor's degree in Communications from the University of Southern California and an MBA from Yale School of Management.
Actieve functies van Jennifer Jing Chan
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Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Portefeuillebeheerder-Aandelen | 01-01-2016 |
Eerdere bekende functies van Jennifer Jing Chan
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Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 31-12-2015 |
Cohn & Wolfe
Cohn & Wolfe Miscellaneous Commercial ServicesCommercial Services Cohn & Wolfe provides public relations and digital campaign services. Its practices include investor and media relations, encompass crisis management, healthcare, consumer, corporate, and technology sectors. The company was founded by Bob Cohn and Norman Wolfe in 1970 and is headquartered in New York, NY. | Corporate Officer/Principal | 31-12-2007 |
Opleiding van Jennifer Jing Chan
Yale School of Management | Masters Business Admin |
University of Southern California | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 3 |
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Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance Laird Norton Wetherby Wealth Management LLC (LNW) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Debra Lee Wetherby in 1990 and formerly known as Wetherby Asset Management, Inc. and Wetherby Asset Management LLC. They are owned by Laird Norton Wetherby Trust Co. LLC, a subsidiary of Laird Norton Enterprises, Inc. LNW provides investment and financial advisory services predominantly to wealthy individuals and families, as well as their trusts, estates, charitable organizations, corporations, business entities, foundations and endowments. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Cohn & Wolfe
Cohn & Wolfe Miscellaneous Commercial ServicesCommercial Services Cohn & Wolfe provides public relations and digital campaign services. Its practices include investor and media relations, encompass crisis management, healthcare, consumer, corporate, and technology sectors. The company was founded by Bob Cohn and Norman Wolfe in 1970 and is headquartered in New York, NY. | Commercial Services |