![Rebecca Yin Wei](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>)
Rebecca Yin Wei
Analyst-Equity chez
Deschutes Portfolio Strategy LLC
Profil
Ms. Rebecca Y.
Wei, CFA, is a Performance & Research Analyst at Deschutes Portfolio Strategy LLC.
She joined Matisse Capital in 2013 and oversees the firm’s performance analytics and reporting.
With over 17 years of experience working the industry, she specializes in offering comprehensive investment performance reporting services to the firm’s institutional and private clients.
Her previous experience involved a position at Pension Consulting Alliance, Inc., a firm focused on providing consulting services to large public defined-benefit plans.
She received her undergraduate degree from UCLA and her Certificate in Performance Measurement and CFA charter from the CFA Institute.
Postes actifs de Rebecca Yin Wei
| Sociétés | Poste | Début |
|---|---|---|
Deschutes Portfolio Strategy LLC
 Deschutes Portfolio Strategy LLC Investment ManagersFinance Matisse’s investment style and philosophy is influenced by the basic investing principles of Modern Portfolio Theory (MPT) and the efficient frontier. The majority of their advisory client portfolios are built using traditional open-end mutual funds and ETFs, with a primary focus on portfolio diversification, asset allocation weightings, and keeping fees down. | Analyst-Equity | 01/01/2013 |
Anciens postes connus de Rebecca Yin Wei
| Sociétés | Poste | Fin |
|---|---|---|
Pension Consulting Alliance, Inc.
 Pension Consulting Alliance, Inc. Investment ManagersFinance Provides investment consulting services | Corporate Officer/Principal | - |
Formation de Rebecca Yin Wei
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pension Consulting Alliance, Inc.
Pension Consulting Alliance, Inc. Investment ManagersFinance Provides investment consulting services | Finance |
Deschutes Portfolio Strategy LLC
Deschutes Portfolio Strategy LLC Investment ManagersFinance Matisse’s investment style and philosophy is influenced by the basic investing principles of Modern Portfolio Theory (MPT) and the efficient frontier. The majority of their advisory client portfolios are built using traditional open-end mutual funds and ETFs, with a primary focus on portfolio diversification, asset allocation weightings, and keeping fees down. | Finance |
