Profil
Mr. Jon H.
Woo, CFA, is Co-Director of Equities at Windsor Financial Group LLC.
Prior to joining Windsor in October 2011, Mr. Woo spent 16 years as an Investment Principal at Lowry Hill Private Asset Management where he serviced 30 high net worth families while also acting as a key research analyst on their Growth Equity and Income Equity Strategies.
He began his career as an analyst at American Express Financial Advisors where he focused on private placements and corporate debt securities.
Mr. Woo graduated with honors from the University of Minnesota-Carlson School of Management with a Bachelors degree in Finance.
Anciens postes connus de Jon H. Woo
| Sociétés | Poste | Fin |
|---|---|---|
Lowry Hill Investment Advisors, Inc.
 Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Gestionnaire de Portefeuille-Actions | 31/05/2011 |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | 01/11/1995 |
Windsor Financial Group LLC
 Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Head-Equity Investments | - |
Formation de Jon H. Woo
| University of Minnesota | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Lowry Hill Investment Advisors, Inc.
Lowry Hill Investment Advisors, Inc. Investment ManagersFinance Founded in 1986, Lowry Hill Investment Advisors, Inc., formerly Norwest Capital Advisers, is a registered investment advisor located in Minneapolis, Minnesota. The firm manages investments exclusively for wealthy individuals and families. They are a subsidiary of Wells Fargo & Co. (NYSE: WFC) | Finance |
Windsor Financial Group LLC
Windsor Financial Group LLC Investment ManagersFinance Founded in 1986, Windsor Financial Group LLC is a registered investment advisor located in Minneapolis, Minnesota. The firm is a subsidiary of The CapFinancial Group LLC. They provide portfolio management services to individuals, high net-worth individuals, banking institutions, corporations, pension and profit-sharing plans, charitable institutions, foundations and endowments. | Finance |
| American Express Financial Advisors, Inc. |
