![Jeremy Wang](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Jeremy Wang, CFA, is a Senior Research Associate at Vista Capital Partners, Inc. He began his career in finance in 2021 and came to Vista in 2022.
At Vista, he conducts research and analysis on investment-related topics while also handling the daily monitoring of client portfolios through the development and execution of trades in alignment with firm models and philosophy.
He pursued a Bachelor of Arts in Economics with minors in Finance and Business at Oregon State University.
Postes actifs de Jeremy Wang
| Sociétés | Poste | Début |
|---|---|---|
Vista Capital Partners, Inc.
 Vista Capital Partners, Inc. Investment ManagersFinance Vista strives for investment success through a disciplined, repeatable investment philosophy that utilizes index funds to maximize long-term returns by minimizing costs and taxes. They focus on true sources of returns, not on stock-picking or market-timing, by structuring portfolios to benefit from smarter combinations of asset classes. The firm seeks to construct investment portfolios that can deliver higher returns with less risk by focusing on investments in small-cap stocks and value stocks across the universe of US, international and emerging market equities. | Analyst-Equity | 01/05/2022 |
Formation de Jeremy Wang
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Entreprise privées
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8
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2
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Vista Capital Partners, Inc.
Vista Capital Partners, Inc. Investment ManagersFinance Vista strives for investment success through a disciplined, repeatable investment philosophy that utilizes index funds to maximize long-term returns by minimizing costs and taxes. They focus on true sources of returns, not on stock-picking or market-timing, by structuring portfolios to benefit from smarter combinations of asset classes. The firm seeks to construct investment portfolios that can deliver higher returns with less risk by focusing on investments in small-cap stocks and value stocks across the universe of US, international and emerging market equities. | Finance |
Oregon State University
 Oregon State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
