![Jimmy C. Chang](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jimmy C. Chang
Portfolio Manager-Fixed Income chez Rockefeller & Co. LLC
Postes actifs de Jimmy C. Chang
Sociétés | Poste | Début | Fin |
---|---|---|---|
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Portfolio Manager-Fixed Income | 01/03/2018 | - |
Directeur en chef des Investissements | 01/01/2020 | 01/01/2022 | |
Stratège de marché | 01/03/2018 | 01/01/2020 |
Historique de carrière de Jimmy C. Chang
Anciens postes connus de Jimmy C. Chang
Sociétés | Poste | Début | Fin |
---|---|---|---|
Rockefeller & Co., Inc.
![]() Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Portfolio Manager-Fixed Income | 01/01/2004 | 01/03/2018 |
Stratège de marché | 01/01/2004 | 01/03/2018 | |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Analyst-Equity | 31/12/2003 | 31/12/2003 |
International Business Machines EMEA | Corporate Officer/Principal | 01/01/1985 | - |
Formation de Jimmy C. Chang
The Cooper Union for the Advancement of Science & Art | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 7 |
Opérationnelle
Portfolio Manager-Fixed Income | 2 |
Market Strategist | 2 |
Analyst-Equity | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 4 |
---|---|
Rockefeller & Co., Inc.
![]() Rockefeller & Co., Inc. Investment ManagersFinance Rockefeller & Co., Inc. is a registered investment advisor headquartered in New York City. The firm is a subsidiary of Rockefeller Financial Services, Inc. Rockefeller & Co. is the successor firm to the office established in New York City in 1882 by John D. Rockefeller to manage his family's assets and to create and sustain wealth for future generations. The office provided investment management and financial counseling services for the Rockefellers and related organizations. Rockefeller & Co. was incorporated in 1979 and became an SEC-registered investment advisor in 1980. They expanded their capabilities by chartering trust companies in New York in 1985 and Delaware in 1997. Rockefeller & Co. provides investment services to a variety of clients including ultra high net-worth individuals, families, family offices, trusts, endowments and institutions in the US and around the world. | Finance |
United States Trust Co., NA
![]() United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
International Business Machines EMEA | |
Rockefeller & Co. LLC
![]() Rockefeller & Co. LLC Investment ManagersFinance Rockefeller & Co. LLC, do-business-as Rockefeller Asset Management (RAM), is a SEC-registered investment advisor headquartered in New York City. The firm is a direct subsidiary of RFS OPCO LLC, which is owned by Rockefeller Capital Management LP. RAM provides investment advisory services to institutional clients, intermediaries and high net-worth individuals and families. | Finance |
- Bourse
- Insiders
- Jimmy C. Chang
- Expérience