Profil
Mr. Vi T.
Tran, CFA MBA, is a Principal Research Analyst at Pacific Global Investment Management Co.
Prior to joining Pacific Global in 2014, Mr. Tran was an equity research analyst with Kayne Anderson Rudnick.
Previously, Mr. Tran was a portfolio analyst at Payden & Rygel after starting his career at Bank of America.
Mr. Tran received a B.S.
degree from the University of Southern California and an M.B.A. degree from Columbia Business School.
Anciens postes connus de Vi Tan Chan
| Sociétés | Poste | Fin |
|---|---|---|
Pacific Global Investment Management Co.
Pacific Global Investment Management Co. Investment ManagersFinance Pacific Global focuses on straightforward investment strategies that utilize long-term investing based on the individual needs of their clients. They assign individual attention to each client and develop investment portfolios that are tailored and individually managed to each client’s objectives. Their Equity holdings are typically concentrated in 30 to 50 value-oriented, high-quality stocks which are diversified across industries and sectors. Each portfolio is individually managed using their active buy-and-hold approach. Fixed income holdings are managed for total return, which includes yield to maturity and capital appreciation. | Analyst-Equity | 01/01/2017 |
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance KAR offers a variety of actively managed equity and fixed-income strategies. Their investment philosophy focuses on the “high-quality” subset of the investable universe. They believe this emphasis on high-quality securities, anchored by fundamental research, will achieve attractive risk-adjusted returns for clients over a complete market cycle. | Analyst-Equity | 31/12/2013 |
| BANK OF AMERICA CORPORATION | Corporate Officer/Principal | - |
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds. | Corporate Officer/Principal | - |
Formation de Vi Tan Chan
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Bank of America Corp.
Bank of America Corp. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer and global banking, markets brokerage & wealth and investment management services | Finance |
Payden & Rygel
Payden & Rygel Investment ManagersFinance Payden & Rygel employs active management of fixed income and equity portfolios, through domestic and international solutions. Their strategies are customized based on each client's objectives, but fall into four broad categories: fixed income, equity, absolute return, and balanced. Strategies can be employed using customized separate accounts, our US mutual funds, or Dublin-based UCITS funds. | Finance |
Kayne Anderson Rudnick Investment Management LLC
Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance KAR offers a variety of actively managed equity and fixed-income strategies. Their investment philosophy focuses on the “high-quality” subset of the investable universe. They believe this emphasis on high-quality securities, anchored by fundamental research, will achieve attractive risk-adjusted returns for clients over a complete market cycle. | Finance |
Pacific Global Investment Management Co.
Pacific Global Investment Management Co. Investment ManagersFinance Pacific Global focuses on straightforward investment strategies that utilize long-term investing based on the individual needs of their clients. They assign individual attention to each client and develop investment portfolios that are tailored and individually managed to each client’s objectives. Their Equity holdings are typically concentrated in 30 to 50 value-oriented, high-quality stocks which are diversified across industries and sectors. Each portfolio is individually managed using their active buy-and-hold approach. Fixed income holdings are managed for total return, which includes yield to maturity and capital appreciation. | Finance |
The Trustees of Columbia University in The City of New York
The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















