![Caroline Lee-Tsao](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>)
Profil
Caroline Lee-Tsao worked as a Senior Investment Strategist at BNY Mellon Investment Adviser, Inc. from 2015 to 2021.
Prior to that, she was a Portfolio Manager at The Bank of New York Mellon Corp.
(Wealth Management) from 2018 to 2021, a Portfolio Manager at Charles Schwab Investment Management, Inc., a Senior Vice President of Investments at Progress Investment Management Co Inc, and a Fund Manager at General Motors Asset Management Corp.
Ms. Lee-Tsao received an undergraduate degree from Duke University and an MBA from the University of Pennsylvania.
Ehemalige bekannte Positionen von Caroline Lee-Tsao
| Unternehmen | Position | Ende |
|---|---|---|
BNY Mellon Investment Adviser, Inc.
 BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Portfolio Manager-Aktien | 01.10.2021 |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Portfolio Manager-Aktien | 01.10.2021 |
General Motors Asset Management Corp.
 General Motors Asset Management Corp. Investment ManagersFinance Provides investment management services | Corporate Officer/Principal | - |
Progress Investment Management Co Inc
 Progress Investment Management Co Inc Investment ManagersFinance Progress Investment Management invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for buyout stage capital transactions. | Corporate Officer/Principal | - |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Portfolio Manager-Fixed Income | - |
Ausbildung von Caroline Lee-Tsao
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
16
Beziehungen ersten Grades
7
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNYMIA’s investment approach is a team approach where portfolio managers and the research team share information to form a disciplined and consistent strategy that meets the client’s diversification, credit quality, liquidity and average weighted maturity requirements. The firm’s credit research function is fully independent from portfolio management and their dedicated research team employs a deliberately conservative policy, when evaluating individual credits, to help support portfolio credit quality and stability. | Finance |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm combines asset classes that unite long-term views, short-term insights and a robust design to help clients successfully achieve their goals in a variety of market environments. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
Duke University
 Duke University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Progress Investment Management Co Inc
Progress Investment Management Co Inc Investment ManagersFinance Progress Investment Management invests in companies located in the United States. The firm focuses on a broad range of sectors and industries. It provides financing for buyout stage capital transactions. | Finance |
General Motors Asset Management Corp.
General Motors Asset Management Corp. Investment ManagersFinance Provides investment management services | Finance |
