Monica Ma
Chief Investment Officer bei Blankinship & Foster LLC
Profil
Ms. Monica Ma, CFA, is a Advisor & Chief Investment Officer at Blankinship & Foster LLC.
In her role as Chief Investment Officer, she is responsible for the firm’s investment management functions and leads the research and implementation of Blankinship & Foster’s investment philosophy.
She chairs the firm’s Investment Committee, which meets regularly to evaluate current market conditions, review investments and develop and refine investment strategies for our client portfolios.
She graduated from University of California, Berkeley with a Bachelor of Science in business administration and a Bachelor of Arts in integrative biology.
Aktive Positionen von Monica Ma
| Unternehmen | Position | Beginn |
|---|---|---|
Blankinship & Foster LLC
 Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Chief Investment Officer | 01.01.2018 |
Ausbildung von Monica Ma
| University of California, Berkeley | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Blankinship & Foster LLC
Blankinship & Foster LLC Investment ManagersFinance Blankinship & Foster LLC is an independent registered investment advisor and wealth management firm headquartered in Solana Beach, California. It was founded by John Blankinship and Charles Foster in 1989. The firm provides customized investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. | Finance |
