Donald Wang
Corporate Officer/Principal chez Taubenpost Capital LP
Profil
Mr. Donald Wang, CFA, is a Portfolio Manager at Tocqueville Asset Management LP and a Principal at Taubenpost Capital LP.
He joined the firm in 2009 and manages discretionary portfolios.
Prior to joining Tocqueville, Mr. Wang was a Portfolio Manager and Analyst of the Small Cap Equity Team at Reich & Tang Asset Management starting in 1999, which was merged into the Delafield Asset Management division of Reich & Tang in 2007.
In 1996, he joined the Lindner Funds as a Portfolio Manager/Analyst and prior to joining the Lindner Funds, he worked at Spare, Kaplan, Bischel and Osterweis Capital Management as Portfolio Manager/Analyst.
He started his investment career in 1989 as a bank analyst with Keefe, Bruyete & Woods and Prudential Bache.
Mr. Wang earned his B.S.
from New York University.
He also holds the CFA designation.
Postes actifs de Donald Wang
| Sociétés | Poste | Début |
|---|---|---|
Taubenpost Capital LP
 Taubenpost Capital LP Financial ConglomeratesFinance Taubenpost Capital LP provides investment services. The firm invests in securities. The company was founded in September 2005 and is located in New York, NY. | Corporate Officer/Principal | 24/04/2009 |
Tocqueville Asset Management LP
 Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. | Gestionnaire de Portefeuille-Actions | 01/01/2009 |
Anciens postes connus de Donald Wang
| Sociétés | Poste | Fin |
|---|---|---|
Reich & Tang Asset Management LLC
 Reich & Tang Asset Management LLC Investment ManagersFinance Founded in 1970 by Joseph Reich and Oscar Tang, Reich & Tang Asset Management LLC is a registered investment advisor located New York City. The firm is a wholly-owned subsidiary of Natixis Global Asset Management SA, Reich & Tang Asset Management and their wholly-owned subsidiaries, Reich & Tang Distributors, Inc. and Reich & Tang Services, Inc., are collectively referred to Reich & Tang. | Gestionnaire de Portefeuille-Actions | 31/12/2008 |
| Prudential Bache Securities, Inc. | Corporate Officer/Principal | - |
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Analyst-Equity | 31/12/1991 |
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Analyst-Equity | 31/12/1994 |
Spare Kaplan Bischel & Associates, Inc.
 Spare Kaplan Bischel & Associates, Inc. Investment ManagersFinance Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection. | Corporate Officer/Principal | 31/12/1994 |
Formation de Donald Wang
| New York University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Reich & Tang Asset Management LLC
Reich & Tang Asset Management LLC Investment ManagersFinance Founded in 1970 by Joseph Reich and Oscar Tang, Reich & Tang Asset Management LLC is a registered investment advisor located New York City. The firm is a wholly-owned subsidiary of Natixis Global Asset Management SA, Reich & Tang Asset Management and their wholly-owned subsidiaries, Reich & Tang Distributors, Inc. and Reich & Tang Services, Inc., are collectively referred to Reich & Tang. | Finance |
Spare Kaplan Bischel & Associates, Inc.
Spare Kaplan Bischel & Associates, Inc. Investment ManagersFinance Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection. | Finance |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
Taubenpost Capital LP
Taubenpost Capital LP Financial ConglomeratesFinance Taubenpost Capital LP provides investment services. The firm invests in securities. The company was founded in September 2005 and is located in New York, NY. | Finance |
Tocqueville Asset Management LP
Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. | Finance |
| Prudential Bache Securities, Inc. | Finance |
