Julia Sze
Directeur/Membre du Conseil chez CAVCO INDUSTRIES, INC.
Fortune : 1 M $ au 30/06/2024
Profil
Julia W.
Sze is an Independent Director at Cavco Industries, Inc. since 2019, Turtle Beach Corp.
since 2022, and Tern Bicycles since 2018.
She previously worked as a Managing Director at Sonen Capital LLC, Director at New Resource Bank from 2016 to 2017, Managing Director-Impact Investing at Arabella Advisors LLC, Director at New Resource Bancorp, and Trustee at Marin Community Foundation from 2006 to 2017.
Ms. Sze completed her undergraduate and graduate degrees at Stanford University in 1989 and 1990 respectively.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
CAVCO INDUSTRIES, INC.
0,03% | 03/06/2024 | 2 250 ( 0,03% ) | 778 883 $ | 30/06/2024 |
TURTLE BEACH CORPORATION
0,12% | 12/04/2024 | 25 441 ( 0,12% ) | 364 824 $ | 30/06/2024 |
Postes actifs de Julia Sze
| Sociétés | Poste | Début |
|---|---|---|
| CAVCO INDUSTRIES, INC. | Directeur/Membre du Conseil | 29/05/2019 |
| TURTLE BEACH CORPORATION | Directeur/Membre du Conseil | 05/12/2022 |
Tern Bicycles
 Tern Bicycles Motor VehiclesConsumer Durables Tern Bicycles designs electric cargo bikes, Bosch ebikes, and folding bikes for families. Tern Bicycles is based in Taipei, Taiwan. The Taiwanese company creates the best ebikes that can safely carry kids and cargo. | Directeur/Membre du Conseil | 01/01/2018 |
Anciens postes connus de Julia Sze
| Sociétés | Poste | Fin |
|---|---|---|
New Resource Bank
 New Resource Bank Regional BanksFinance New Resource Bank engages in the provision of commercial banking services. It offers commercial and non-profit lending, cash management, certificates of deposit, checking accounts, debit and credit cards, savings and money market, and online banking services. The company was founded by Peter K. Liu, Gregory H. Kats and Richard J. Holmstrom on September 19, 2006 and is headquartered in San Francisco, CA. | Directeur/Membre du Conseil | 01/01/2017 |
Marin Community Foundation
 Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Marin Community Foundation engages in the provision of philanthropic contributions to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community's quality of life. The company was founded in January 1987 and is headquartered in Novato, CA. | Directeur/Membre du Conseil | 01/01/2017 |
New Resource Bancorp
 New Resource Bancorp Regional BanksFinance New Resource Bancorp provides banking solutions through the New Resource Bank. It specializes in commercial lending, asset-based lending, nonprofit lending, cash management, impact checking, debit and credit card, impact savings and money market, and online banking. The company was founded on March 2, 2017 and is headquartered in San Francisco, CA. | Directeur/Membre du Conseil | - |
Sonen Capital LLC
 Sonen Capital LLC Investment ManagersFinance Sonen Capital LLC (Sonen) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Stuart Davidson and Raul Pomares in 2011. Sonen provides fee-based investment advisory and investment management services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations, private funds, and other business entities. | Corporate Officer/Principal | - |
Arabella Advisors LLC
 Arabella Advisors LLC Miscellaneous Commercial ServicesCommercial Services Arabella Advisors LLC provides strategic guidance for effective philanthropy. The firm specializes in advocacy, collaboration, convening and facilitation, fiscal sponsorship, governance and compliance, grants management, and impact investing. The company was founded by Eric Kessler in 2005 and is headquartered in Washington, DC. | Corporate Officer/Principal | - |
Formation de Julia Sze
| Stanford University | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 2 |
|---|---|
| CAVCO INDUSTRIES, INC. | Consumer Durables |
| TURTLE BEACH CORPORATION | Consumer Durables |
| Entreprise privées | 6 |
|---|---|
New Resource Bank
New Resource Bank Regional BanksFinance New Resource Bank engages in the provision of commercial banking services. It offers commercial and non-profit lending, cash management, certificates of deposit, checking accounts, debit and credit cards, savings and money market, and online banking services. The company was founded by Peter K. Liu, Gregory H. Kats and Richard J. Holmstrom on September 19, 2006 and is headquartered in San Francisco, CA. | Finance |
Arabella Advisors LLC
Arabella Advisors LLC Miscellaneous Commercial ServicesCommercial Services Arabella Advisors LLC provides strategic guidance for effective philanthropy. The firm specializes in advocacy, collaboration, convening and facilitation, fiscal sponsorship, governance and compliance, grants management, and impact investing. The company was founded by Eric Kessler in 2005 and is headquartered in Washington, DC. | Commercial Services |
Sonen Capital LLC
Sonen Capital LLC Investment ManagersFinance Sonen Capital LLC (Sonen) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Stuart Davidson and Raul Pomares in 2011. Sonen provides fee-based investment advisory and investment management services to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates, or charitable organizations, corporations, private funds, and other business entities. | Finance |
Marin Community Foundation
Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Marin Community Foundation engages in the provision of philanthropic contributions to help improve the human condition, embrace diversity, promote a humane and democratic society, and enhance the community's quality of life. The company was founded in January 1987 and is headquartered in Novato, CA. | Miscellaneous |
New Resource Bancorp
New Resource Bancorp Regional BanksFinance New Resource Bancorp provides banking solutions through the New Resource Bank. It specializes in commercial lending, asset-based lending, nonprofit lending, cash management, impact checking, debit and credit card, impact savings and money market, and online banking. The company was founded on March 2, 2017 and is headquartered in San Francisco, CA. | Finance |
Tern Bicycles
Tern Bicycles Motor VehiclesConsumer Durables Tern Bicycles designs electric cargo bikes, Bosch ebikes, and folding bikes for families. Tern Bicycles is based in Taipei, Taiwan. The Taiwanese company creates the best ebikes that can safely carry kids and cargo. | Consumer Durables |
