Sheila Cu
Director de Operaciones en Old West Investment Management LLC .
Perfil
Ms. Sheila Cu is a Chief Operations Officer & Head Trader at Old West Investment Management LLC.
She is responsible for overseeing and coordinating all tasks related to execution of the investment process.
Primarily, this includes the setup and coordination of the order management and execution process as well as portfolio accounting and reporting.
She is responsible for overseeing and executing all equity and fixed income transactions made on behalf of the firm.
She has over 10 years experience in the financial services industry.
Prior to joining Old West, Ms. Cu was Vice President, Trading and Operations at Aletheia Research and Management.
She was responsible for trading the firm's institutional and retail client accounts.
She also played a key role in overseeing trading automation efforts and implemented processes to increase efficiency in portfolio trading and construction.
She received her MBA from Pepperdine University in Malibu, CA and is a registered Representative having passed the Series 7 and Series 65 exams.
Cargos activos de Sheila Cu
Empresas | Cargo | Inicio |
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Old West Investment Management LLC
Old West Investment Management LLC Investment ManagersFinance Old West Investment Management LLC (Old West) is an independent registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2008 by Joseph Boskovich. Old West provides investment management services to individuals and institutional investors through separately managed accounts and limited partnerships. | Director de Operaciones | - |
Antiguos cargos conocidos de Sheila Cu.
Empresas | Cargo | Fin |
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Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Aletheia Research & Management, Inc.
Aletheia Research & Management, Inc. Investment ManagersFinance Founded in 1997, Aletheia Research & Management, Inc. is a hedge fund manager based in Santa Monica, California | Director Administrativo | 04/08/2011 |
Formación de Sheila Cu.
Pepperdine University | Masters Business Admin |
Experiencias
Funciones ocupadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
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Empresas relacionadas
Empresas privadas | 3 |
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Aletheia Research & Management, Inc.
Aletheia Research & Management, Inc. Investment ManagersFinance Founded in 1997, Aletheia Research & Management, Inc. is a hedge fund manager based in Santa Monica, California | Finance |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Finance |
Old West Investment Management LLC
Old West Investment Management LLC Investment ManagersFinance Old West Investment Management LLC (Old West) is an independent registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded in 2008 by Joseph Boskovich. Old West provides investment management services to individuals and institutional investors through separately managed accounts and limited partnerships. | Finance |
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