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. | Lid van de Investeringscommissie | - |
Opleiding van Keri Wong
| Providence College | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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| CM Advisors Ltd. | Finance |
