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Jimmy C. Chang
Directeur en chef des Investissements chez
Rockefeller Financial LLC
Profil
Mr. Jimmy C.
Chang, CFA MBA, is a Chief Investment Officer at Rockefeller Financial LLC.
He is a member of the firm’s Management Committee.
He has spent more than 20 years with Rockefeller.
Prior to becoming the Chief Investment Officer in 2020, he was the Chief Investment Strategist and a Senior Portfolio Manager at Rockefeller Asset Management, where he co-managed several equity strategies and had oversight of the Fixed Income group.
Before joining Rockefeller in 2004, he was a Senior Vice President, Chief Technology Strategist, and Senior Technology Analyst at the U.S.
Trust Company of New York, where he led technology equity research.
He previously served as a Senior Marketing Representative and an Advisory Systems Engineer at International Business Machines Corporation (IBM) from 1985 to 1994, where he was responsible for client relationship management, business volume, and profit attainments at major international financial services and banking accounts.
He received his undergraduate degree from the The Cooper Union for the Advancement of Science & Art and an MBA from The Leonard N Stern School of Business.
Postes actifs de Jimmy C. Chang
| Sociétés | Poste | Début |
|---|---|---|
Rockefeller Financial LLC
 Rockefeller Financial LLC Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | 01/01/2020 |
Anciens postes connus de Jimmy C. Chang
| Sociétés | Poste | Fin |
|---|---|---|
Rockefeller & Co. LLC
 Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Portfolio Manager-Fixed Income | 01/01/2020 |
Rockefeller & Co., Inc.
 Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors. | Portfolio Manager-Fixed Income | 01/03/2018 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Analyst-Equity | 31/12/2003 |
International Business Machines EMEA | Corporate Officer/Principal | - |
Formation de Jimmy C. Chang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Rockefeller & Co., Inc.
Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co. is organized around two primary areas of expertise: Rockefeller Wealth Advisors (RWA) and Rockefeller Asset Management (RAM). RWA is an open-architecture investment advice and wealth management platform. RWA provides tailored advice and portfolios of equities, fixed-income securities, hedge funds, private equity funds, and other alternative investments. RAM offers internally-managed global, US, non-US, sector specific and sustainability and impact investment equity strategies; as well as balanced (i.e., multi-asset class) strategies. RAM’s equity strategies, which are available through both affiliated funds and separately managed accounts and in a sub-advisory capacity (depending on size), include but are not limited to: Global Equities; US Equities; Non-US Equities; Global Sustainability & Impact Equities; US Sustainability & Impact Equities; Non-US Sustainability & Impact Equities; US Small Cap Equities; Balanced (Multi-Asset Class) Strategies; and Global Equity Sector Specific Strategies. Rockefeller & Co.’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed utilizing both a top-down focus on macro trends and sector forecasts and a bottom-up focus on credit, relative valuation and volatility. Fixed income strategies are offered through Affiliated Mutual Funds and separately managed accounts. Rockefeller & Co. employs a formal multi-stage process for selecting third-party managers which quantitative and qualitative factors. | Finance |
The Cooper Union for the Advancement of Science & Art
 The Cooper Union for the Advancement of Science & Art Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
International Business Machines EMEA | |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
The Leonard N Stern School of Business
 The Leonard N Stern School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Finance |
Rockefeller Financial LLC
Rockefeller Financial LLC Investment ManagersFinance Provides investment advice | Finance |
