![Keri Wong](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Ms. Keri Wong is a Senior Portfolio Manager & Vice President at CM Advisors Ltd.
As a member of the Investment Committee, Ms. Wong is actively involved in the portfolio management of the CMA
funds.
Prior to joining the firm, she worked as Portfolio Manager & Administrator at Boston Private Value Investors, an investment advisory firm which provides services to institutions and high net worth families and individuals.
From 1995 to 2002, she was a registered Sales Associate at DLJ, servicing high net worth individuals and third party managers.
She received her Bachelor of Science in Business Administration, Cum Laude, from Providence College.
Eerdere bekende functies van Keri Wong
| Bedrijven | Functie | Einde |
|---|---|---|
CM Advisors Ltd.
 CM Advisors Ltd. Investment ManagersFinance Provides investment services | Lid van de Investeringscommissie | - |
Opleiding van Keri Wong
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
60
Eerstegraads connecties
2
Bedrijven verbonden in de eerste graad
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Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
CM Advisors Ltd.
CM Advisors Ltd. Investment ManagersFinance Provides investment services | Finance |
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
