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 the firm in 2013 and specializes in performance and research-related analysis and reporting.
She carries over 9 years of experience in the field.
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 Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | 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 Pension Consulting Alliance, Inc. operates as an investment consulting firm. The company was founded on June 28, 2007 and is headquartered in Portland, OR. | Corporate Officer/Principal | - |
Formation de Rebecca Yin Wei
| University of California, Los Angeles | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Deschutes Portfolio Strategy LLC
Deschutes Portfolio Strategy LLC Investment ManagersFinance Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | Finance |
Pension Consulting Alliance, Inc.
Pension Consulting Alliance, Inc. Investment ManagersFinance Pension Consulting Alliance, Inc. operates as an investment consulting firm. The company was founded on June 28, 2007 and is headquartered in Portland, OR. | Finance |
