Profiel
Ms. Lorraine T.
Chong is a Director of Research at Weston Financial Group, Inc since 2013.
Ms. Chong worked at Peak Financial Management, Inc., Fidelity Management & Research Co., and CIBC Wood Gundy Corp.
Ms. Chong received a BA from the University of British Columbia.
She is a Chartered Financial Analyst and a Chartered Alternative Investments Analyst.
Eerdere bekende functies van Lorraine Teresa Chong
| Bedrijven | Functie | Einde |
|---|---|---|
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Directeur van Onderzoek - Eigen Vermogen | 01-01-2014 |
Peak Financial Management, Inc.
 Peak Financial Management, Inc. Investment ManagersFinance Peak Financial Management, Inc. (Peak Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Pran Tiku in 1991. Peak Financial provides wealth management services to individuals and families. | Corporate Officer/Principal | 31-12-2012 |
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Analyst-Equity | - |
CIBC Wood Gundy Corp.
 CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Corporate Officer/Principal | 31-12-1995 |
Opleiding van Lorraine Teresa Chong
| University of British Columbia | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 4 |
|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Finance |
Washington Trust Advisors, Inc.
Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Finance |
CIBC Wood Gundy Corp.
CIBC Wood Gundy Corp. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., CIBC Wood Gundy Corp. is a Canadian company that provides brokerage services. The company is based in Toronto, Canada. | Finance |
Peak Financial Management, Inc.
Peak Financial Management, Inc. Investment ManagersFinance Peak Financial Management, Inc. (Peak Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Pran Tiku in 1991. Peak Financial provides wealth management services to individuals and families. | Finance |
