Howard Chen
Analyst-Equity chez Signature Estate & Investment Advisors LLC
Profil
Mr. Howard Chen, CFA, is a Director of Investment Services at Signature Estate & Investment Advisors LLC.
He has worked with the firm since 2009 and currently works in the Department of Investment Management and Economic Strategies, where he handles trade reconciliation, research and portfolio administration.
He worked for Signature Estate & Investment Advisors as an operations specialist and has continued developing his expertise in investment management by earning his Series 7 and 66 licenses.
He is a graduate from the University of California, Los Angeles with a Bachelor of Arts degree in Economics as well as minors in Global Studies and Asian Studies.
Postes actifs de Howard Chen
| Sociétés | Poste | Début |
|---|---|---|
Signature Estate & Investment Advisors LLC
 Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Analyst-Equity | 01/01/2009 |
Formation de Howard Chen
| University of California, Los Angeles | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Signature Estate & Investment Advisors LLC
Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses. | Finance |
