Judith Cheng
Chief Investment Officer bei Pacific Financial Group, Inc.
Profil
Ms. Judith Cheng is a Chief Investment Officer at Pacific Financial Group, Inc.
She has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon.
She spent her early career in diverse roles at Northwestern Mutual and Royal Bank of Canada.
Her previous work has focused on portfolio construction, market analysis, manager research, and multi-asset model investment portfolios.
She is skilled at managing and rebalancing investment portfolios and developing market related thought leadership.
Ms. Cheng is a CFA Charterholder and has earned Chartered Alternative Investment Analyst (CAIA) and Certified in Investment Performance Measurement (CIPM) designations.
Aktive Positionen von Judith Cheng
| Unternehmen | Position | Beginn |
|---|---|---|
Pacific Financial Group, Inc.
 Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Chief Investment Officer | 01.12.2022 |
Ehemalige bekannte Positionen von Judith Cheng
| Unternehmen | Position | Ende |
|---|---|---|
BNY Mellon Capital Markets LLC
 BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Corporate Officer/Principal | 01.04.2022 |
Ausbildung von Judith Cheng
| University of British Columbia | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Pacific Financial Group, Inc.
Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |
BNY Mellon Capital Markets LLC
BNY Mellon Capital Markets LLC Investment Banks/BrokersFinance Founded in 2007, BNY Mellon Capital Markets, Inc. is broker/dealer headquartered in New York City. They are a subsidiary of Bank of New York Mellon Corp. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Finance |
