Payel Farasat
Chief Investment Officer bei BURTECH ACQUISITION CORP.
Profil
Payel Farasat is currently the Chief Investment Officer at Loring Ward International Ltd.
She also holds the position of Chief Investment Officer at BurTech Acquisition Corp.
and Burkhan World Investments LLC.
Previously, she worked as a Regional Vice President at Charles Schwab Investment Management, Inc. from 2007 to 2015.
From 2015 to 2017, she served as the Chief Investment Officer at Loring Ward Securities, Inc. She also held the position of Chief Investment Officer at LWI Financial, Inc. Ms. Farasat has a graduate degree from the University of San Francisco and an undergraduate degree from the University of California.
Aktive Positionen von Payel Farasat
| Unternehmen | Position | Beginn |
|---|---|---|
| BURTECH ACQUISITION CORP. | Chief Investment Officer | 01.12.2020 |
Loring Ward International Ltd.
 Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Chief Investment Officer | - |
Burkhan World Investments LLC
 Burkhan World Investments LLC Financial ConglomeratesFinance Burkhan World Investments LLC is an investment holding American company. The private company is based in Washington. The company was founded by Shahal M. Khan. Shahal M. Khan has been the CEO since incorporation. | Chief Investment Officer | 01.12.2020 |
Ehemalige bekannte Positionen von Payel Farasat
| Unternehmen | Position | Ende |
|---|---|---|
Loring Ward Securities, Inc.
 Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Chief Investment Officer | 01.11.2017 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Corporate Officer/Principal | 01.02.2015 |
LWI Financial, Inc.
 LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Chief Investment Officer | - |
Ausbildung von Payel Farasat
| University of California | Undergraduate Degree |
| University of San Francisco | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| BURTECH ACQUISITION CORP. | Finance |
| Private Unternehmen | 5 |
|---|---|
Loring Ward International Ltd.
Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Finance |
LWI Financial, Inc.
LWI Financial, Inc. Investment ManagersFinance Founded in 1990, LWI Financial, Inc. is a registered investment advisor located in San Jose, California. The firm is a subsidiary of Loring Ward Holdings, Inc., itself a subsidiary of Arcadia Loring Ward LLC. LWI Financial provides services to individuals, trusts, charitable institutions, investment companies, registered investment advisors, broker-dealers, corporate and association pension plans, and other tax qualified plans and their Independent Advisors. | Finance |
Burkhan World Investments LLC
Burkhan World Investments LLC Financial ConglomeratesFinance Burkhan World Investments LLC is an investment holding American company. The private company is based in Washington. The company was founded by Shahal M. Khan. Shahal M. Khan has been the CEO since incorporation. | Finance |
Loring Ward Securities, Inc.
Loring Ward Securities, Inc. Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., Loring Ward Securities, Inc. is a company based in San Jose, CA. Loring Ward Securities, Inc. was founded by Alexander Bennett Potts. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
