Nathan A. Wong
Keine laufenden Positionen mehr
Profil
Mr. Nathan A.
Wong, CFA, is Vice President at Callan Associates, Inc.
Mr. Wong is responsible for research and analysis of fixed income investment managers and assists plan sponsor clients with fixed income manager searches.
In this role, he meets regularly with investment managers to develop an understanding of their strategies, products, investment policies and organizational structures.
Prior to joining Callan in 2014, he was a Manager of Investment Strategy & Research at Aspiriant Wealth Management.
At Aspiriant, he was responsible for coverage of fixed income strategies.
Mr. Wong received his BS in International Business Administration from the University of San Francisco.
Ehemalige bekannte Positionen von Nathan A. Wong
| Unternehmen | Position | Ende |
|---|---|---|
Aspiriant LLC
 Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Analyst-Equity | 31.12.2013 |
Ausbildung von Nathan A. Wong
| University of San Francisco | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Aspiriant LLC
Aspiriant LLC Investment ManagersFinance Aspiriant LLC is an independent, wealth management firm and SEC-registered investment advisor firm headquartered in Los Angeles, California. The firm was founded by Robert J. Francais as Kochis Fitz/Quintile LLC through the merger between Kochis Fitz Tracy Fitzhugh and Quintile Wealth Management in 2008. Aspirant provides investment advisory and wealth planning services primarily to individuals with substantial wealth, including corporate executives, business owners, affluent individuals, foundations, family partnerships, limited partnerships, the Aspiriant Affiliated Mutual Funds and other individuals. They also provide investment management and consulting services to pension plans, trusts, and charitable institutions, such as foundations that are often connected to, and created by individual clients, but not in all cases. | Finance |
