Joseph S. Leung

Fuller & Thaler Asset Management, Inc. (FTAM) is an independent, SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1993 by Russell Fuller and Richard Thaler. FTAM provides portfolio management services to individual and institutional clients. They also provide non-discretionary model-delivery portfolio management services to various wrap fee programs.

AXA Rosenberg Investment Management Ltd. (AXA Rosenberg-UK) is the London-based global institutional equity investment management subsidiary of AXA Rosenberg Investment Management LLC, ultimately held by AXA SA (XP: CS) in France. Established in 1989, the firm provides specialized investment management services to investors around the world. Their institutional clients include pension funds, profit sharing plans, government entities, insurance companies, foundations and endowments. They also invest for retail clients through mutual funds and other vehicles that they manage or sub-advise.

CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA.