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Tracy Zhao
Portfolio Manager-Fixed Income en Wellington Square Advisors, Inc. .
Cargos activos de Tracy Zhao
Empresas | Cargo | Inicio | Fin |
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Wellington Square Advisors, Inc.
![]() Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards. | Portfolio Manager-Fixed Income | 01/05/2021 | - |
Analista-Renta Fija | 01/05/2020 | 01/05/2021 |
Historial de carrera de Tracy Zhao
Antiguos cargos conocidos de Tracy Zhao.
Empresas | Cargo | Inicio | Fin |
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IA Clarington Investments, Inc.
![]() IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments. | Corporate Officer/Principal | 01/07/2018 | 01/05/2020 |
Formación de Tracy Zhao.
McGill University | Undergraduate Degree |
Estadísticas
Internacional
Canadá | 4 |
Operativa
Analyst-Fixed Income | 1 |
Portfolio Manager-Fixed Income | 1 |
Corporate Officer/Principal | 1 |
Sectorial
Finance | 3 |
Consumer Services | 2 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 2 |
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Wellington Square Advisors, Inc.
![]() Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards. | Finance |
IA Clarington Investments, Inc.
![]() IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments. | Finance |
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