Perfil
Mr. John C.
Lui is a Managing Director & Chief Investment Strategist at Raab & Moskowitz Asset Management LLC.
Prior to joining Raab & Moskowitz in April of 2009, Mr. Lui spent 25 years with the Bank of New York, where he was a Managing Director and Senior Portfolio Manager for equity and fixed income portfolios.
He was President of United Commercial Bank's Wealth Management subsidiary.
He has been managing money since 1987.
He has experience managing small capitalization stocks and additional expertise in Asian financial markets.
Mr. Lui received his MBA in Finance from Pace University in 1985.
Cargos activos de John C. Lui
| Empresas | Cargo | Inicio |
|---|---|---|
Raab & Moskowitz Asset Management LLC
Raab & Moskowitz Asset Management LLC Investment ManagersFinance CWM constructs individualized portfolios using US and international equities with bond and satellite investments tailored to the client's goals and in coordination with their other assets and obligations. The firm maintains their discipline of owning securities or high-quality companies with solid balance sheets and a long-term positive outlook. Their customized portfolio management strategies represent a core and satellite approach diversified by asset class and geographic region. | Portfolio Manager-Fixed Income | 01/04/2009 |
Antiguos cargos conocidos de John C. Lui.
| Empresas | Cargo | Fin |
|---|---|---|
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Gestor de Cartera-Acciones | 31/03/2006 |
United Commercial Bank (San Francisco, California)
United Commercial Bank (San Francisco, California) Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | - |
Formación de John C. Lui.
Experiencias
Funciones ocupadas
Activas
Inactivas
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Empresas privadas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
United Commercial Bank (San Francisco, California)
United Commercial Bank (San Francisco, California) Regional BanksFinance Operates as a state chartered commercial bank | Finance |
Pace University
Pace University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York provides a full range of banking services including asset management, asset servicing, wealth management, broker/dealer and advisory services, issuer services and treasury services. In managing investments, the firm employs a wide array of strategies, investing across all major sectors and asset classes through various distribution channels. | Finance |
Raab & Moskowitz Asset Management LLC
Raab & Moskowitz Asset Management LLC Investment ManagersFinance CWM constructs individualized portfolios using US and international equities with bond and satellite investments tailored to the client's goals and in coordination with their other assets and obligations. The firm maintains their discipline of owning securities or high-quality companies with solid balance sheets and a long-term positive outlook. Their customized portfolio management strategies represent a core and satellite approach diversified by asset class and geographic region. | Finance |
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