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Karen Yuen Ma
Portefeuillebeheerder-Aandelen bij Williams Jones Wealth Management LLC
Actieve functies van Karen Yuen Ma
Bedrijven | Functie | Begin | Einde |
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Williams Jones Wealth Management LLC
![]() Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones Wealth Management LLC (Williams Jones) is a registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2006 by Williams P. Jones, Jr. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Williams Jones provides portfolio management services on a fee-only basis to high-net-worth individuals, pooled investment vehicles, corporations, charitable organizations and pension and profit-sharing plans. | Portefeuillebeheerder-Aandelen | 01-02-2006 | - |
Analyst-Equity | 01-02-2006 | 01-08-2019 |
Loopbaan van Karen Yuen Ma
Eerdere bekende functies van Karen Yuen Ma
Bedrijven | Functie | Begin | Einde |
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Olayan America Corp.
![]() Olayan America Corp. Investment ManagersFinance Olayan America Corp (Olayan America) is a private equity subsidiary of The Olayan Group founded in 1971. The firm is headquartered in New York. | Corporate Officer/Principal | 31-12-2005 | 31-12-2005 |
Williams, Jones & Associates LLC
![]() Williams, Jones & Associates LLC Investment ManagersFinance Founded in 1988, Williams, Jones & Associates LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Williams, Jones & Associates, Inc. They manage investments in equity and fixed-income securities and select outside managers for hedge fund investments. Williams, Jones & Associates provides customized investment management services to individuals, family groups, retirement plans, institutions, trusts, estates and not-for-profit organizations. | Analyst-Equity | 01-02-2006 | - |
Portefeuillebeheerder-Aandelen | 01-02-2006 | - |
Opleiding van Karen Yuen Ma
The State University of New York | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 5 |
Operationeel
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
Corporate Officer/Principal | 1 |
Sectoraal
Finance | 4 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 3 |
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Williams, Jones & Associates LLC
![]() Williams, Jones & Associates LLC Investment ManagersFinance Founded in 1988, Williams, Jones & Associates LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Williams, Jones & Associates, Inc. They manage investments in equity and fixed-income securities and select outside managers for hedge fund investments. Williams, Jones & Associates provides customized investment management services to individuals, family groups, retirement plans, institutions, trusts, estates and not-for-profit organizations. | Finance |
Olayan America Corp.
![]() Olayan America Corp. Investment ManagersFinance Olayan America Corp (Olayan America) is a private equity subsidiary of The Olayan Group founded in 1971. The firm is headquartered in New York. | Finance |
Williams Jones Wealth Management LLC
![]() Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones Wealth Management LLC (Williams Jones) is a registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2006 by Williams P. Jones, Jr. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Williams Jones provides portfolio management services on a fee-only basis to high-net-worth individuals, pooled investment vehicles, corporations, charitable organizations and pension and profit-sharing plans. | Finance |
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