Wayne Yi
Chief Investment Officer bij Simon Quick Advisors LLC
Profiel
Mr. Wayne Yi, CFA, is a Partner & Chief Investment Officer at Massey, Quick & Co. LLC.
He joined the firm in 2017 as a member of the Investment Research Team.
His primary responsibilities are to lead the manager research process and support the CIO in asset allocation, portfolio construction, and investment due diligence.
Prior to joining the firm, he was a Co-Portfolio Manager and member of the Investment Committee for SAIL Advisors, a hedge fund investment firm headquartered in Hong Kong.
He also served as the Senior Analyst for their Credit and Event-Driven strategies.
Prior to SAIL, he was the Sector Head for Credit and Event-Driven strategies at Robeco-Sage, a hedge fund investment firm based in New York.
Mr. Yi started his career in investing at Delaware Investments as a Research Analyst for high yield and investment grade bonds across various industries.
He then joined Goldman Sachs’ Investment Research department where he was the Senior Analyst covering high yield credit in the Technology sector.
Mr. Yi is a graduate of the University of Pennsylvania where he received a B.A.
in Economics and in International Relations.
He is also a CFA charterholder.
Actieve functies van Wayne Yi
Bedrijven | Functie | Begin |
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Simon Quick Advisors LLC
Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Chief Investment Officer | 01-01-2023 |
Eerdere bekende functies van Wayne Yi
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Analist-Vaste Inkomen | 20-04-2005 |
MORGAN STANLEY | Corporate Officer/Principal | 30-12-2000 |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Corporate Officer/Principal | 30-04-2008 |
Opleiding van Wayne Yi
University of Pennsylvania | Undergraduate Degree |
Ervaring
Beklede functies
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Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
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Eerstegraads connecties
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Beursgenoteerde bedrijven | 1 |
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MORGAN STANLEY | Finance |
Bedrijven in privébezit | 3 |
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Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Finance |
Simon Quick Advisors LLC
Simon Quick Advisors LLC Investment ManagersFinance Simon Quick Advisors LLC (Simon Quick) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Morristown, New Jersey. The firm was founded by Stewart Massey in 2004 as Massey, Quick & Co. LLC. Simon Quick offers to its clients (individuals, families, pension and non-profit business entities, endowments and foundations) various advisory services. | Finance |