Historial de carrera de Phan Phan Duong
Antiguos cargos conocidos de Phan Phan Duong.
| Empresas | Cargo | Inicio | Fin |
|---|---|---|---|
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Analyst-Equity | 01/01/2019 | 01/01/2022 |
| Corporate Officer/Principal | 01/01/2022 | 15/08/2023 |
Formación de Phan Phan Duong.
| Nanyang Technological University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Estadísticas
Internacional
| Estados Unidos | 3 |
| Singapur | 2 |
Operativa
| Analyst-Equity | 1 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sectorial
| Consumer Services | 3 |
| Finance | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
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