Kai Xiong
Chief Investment Officer bij The Tarbox Family Office, Inc.
Profiel
Mr. Kai Xiong, CFA, is a Chief Investment Officer at The Tarbox Family Office, Inc. He helps lead investment strategy, asset allocation, and research for the firm.
Prior to his role at Tarbox, he was Senior Portfolio Manager at Index Fund Advisors, a registered investment advisor, where he evaluated managers, constructed models, implemented portfolios, and monitored investment results.
He holds the Chartered Financial Analyst (CFA) designation and earned his Bachelor of Science degree in Business Administration from the University of California Berkeley.
Actieve functies van Kai Xiong
| Bedrijven | Functie | Begin |
|---|---|---|
The Tarbox Family Office, Inc.
 The Tarbox Family Office, Inc. Investment ManagersFinance Founded in 1985, The Tarbox Group, Inc. is a registered investment management firm located in Newport Beach, California. | Chief Investment Officer | 01-03-2023 |
Eerdere bekende functies van Kai Xiong
| Bedrijven | Functie | Einde |
|---|---|---|
Index Fund Advisors, Inc.
 Index Fund Advisors, Inc. Investment ManagersFinance Index Fund Advisors, Inc. (IFA) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Mark T. Hebner in 1999. IFA offers customized investment management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other types of business entities. | Portefeuillebeheerder-Aandelen | 01-03-2023 |
Opleiding van Kai Xiong
| University of California, Berkeley | Undergraduate Degree |
Ervaring
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
Index Fund Advisors, Inc.
Index Fund Advisors, Inc. Investment ManagersFinance Index Fund Advisors, Inc. (IFA) is an independent, SEC-registered investment advisor headquartered in Irvine, California. The firm was founded by Mark T. Hebner in 1999. IFA offers customized investment management services to individuals, high net worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other types of business entities. | Finance |
The Tarbox Family Office, Inc.
The Tarbox Family Office, Inc. Investment ManagersFinance Founded in 1985, The Tarbox Group, Inc. is a registered investment management firm located in Newport Beach, California. | Finance |
