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Cargos activos de Paul Yi
Empresas | Cargo | Inicio | Fin |
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Penso Advisors LLC
![]() Penso Advisors LLC Investment ManagersFinance Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors. | Trading-Equity | 01/01/2011 | - |
Miembro del Comité de Inversión | 01/01/2011 | - | |
Gestor de Cartera-Acciones | 01/01/2011 | - |
Historial de carrera de Paul Yi
Antiguos cargos conocidos de Paul Yi.
Empresas | Cargo | Inicio | Fin |
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Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Corporate Officer/Principal | 01/01/2007 | 01/01/2011 |
Formación de Paul Yi.
University of California, Berkeley | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 4 |
Operativa
Trading-Equity | 1 |
Investment Committee Member | 1 |
Portfolio Manager-Equities | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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Penso Advisors LLC
![]() Penso Advisors LLC Investment ManagersFinance Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors. | Finance |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Finance |
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