![Keri Wong](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
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.
Antiguos cargos conocidos de Keri Wong.
| Empresas | Cargo | Fin |
|---|---|---|
CM Advisors Ltd.
 CM Advisors Ltd. Investment ManagersFinance Provides investment services | Miembro del Comité de Inversión | - |
Formación de Keri Wong.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
60
Relaciones de 1er grado
2
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
CM Advisors Ltd.
CM Advisors Ltd. Investment ManagersFinance Provides investment services | Finance |
Providence College
 Providence College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
- Bolsa de valores
- Insiders
- Keri Wong
