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Perfil
Agnes L.
Hong worked as a Portfolio Manager at Barclays Global Investors NA in 2008.
From 2009 to 2018, she worked at Charles Schwab Investment Management, Inc. as a Vice President & Senior Portfolio Manager.
In 2018, she joined Vanguard Advisers, Inc. as a Senior Portfolio Manager and worked there until 2022.
In the same year, she became the Chief Investment Officer at Vestmark Advisory Solutions, Inc. Ms. Hong completed her undergraduate degree at The University of New South Wales and earned an MBA from The Wharton School of the University of Pennsylvania in 2001.
Antiguos cargos conocidos de Agnes Hong.
| Empresas | Cargo | Fin |
|---|---|---|
Vestmark Advisory Solutions, Inc.
 Vestmark Advisory Solutions, Inc. Investment ManagersFinance VAS performs certain functions designed to provide limited monitoring and approval of managers with whom they enter contracts for the services they offer to sponsors. The firm makes available strategies for managers who purchase and sell securities or recommend the purchase and sale of securities. | Director de Inversiones | 01/01/2023 |
Vanguard Advisers, Inc.
 Vanguard Advisers, Inc. Investment ManagersFinance VAI’s investment advisory service VIAS relies on information from a wide variety of sources, both public and private, regarding short term and long-term economic and financial market characteristics and trends in formulating investment advice for clients. Their overall investment approach incorporates their investment philosophies while adhering to their fiduciary role in the advisory relationship. The firm’s methodology key features include goal-based methodology and broad diversification of assets. VIAS evaluates a stock portfolio’s mix of active management and index approaches and its exposure to large-, mid-, and small-capitalization stocks, to growth and value stocks, and to US and international companies when they are making recommendations. | Gestor de Cartera-Acciones | 01/01/2022 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Gestor de Cartera-Acciones | 01/02/2018 |
Barclays Global Investors NA
 Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 31/12/2008 |
Formación de Agnes Hong.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
85
Relaciones de 1er grado
6
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 6 |
|---|---|
Barclays Global Investors NA
Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
The University of New South Wales
 The University of New South Wales Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vanguard Advisers, Inc.
Vanguard Advisers, Inc. Investment ManagersFinance VAI’s investment advisory service VIAS relies on information from a wide variety of sources, both public and private, regarding short term and long-term economic and financial market characteristics and trends in formulating investment advice for clients. Their overall investment approach incorporates their investment philosophies while adhering to their fiduciary role in the advisory relationship. The firm’s methodology key features include goal-based methodology and broad diversification of assets. VIAS evaluates a stock portfolio’s mix of active management and index approaches and its exposure to large-, mid-, and small-capitalization stocks, to growth and value stocks, and to US and international companies when they are making recommendations. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc. Investment ManagersFinance VAS performs certain functions designed to provide limited monitoring and approval of managers with whom they enter contracts for the services they offer to sponsors. The firm makes available strategies for managers who purchase and sell securities or recommend the purchase and sale of securities. | Finance |
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