Frank Wei
Analyst-Equity bei Envestnet Asset Management, Inc.
Aktive Positionen von Frank Wei
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Analyst-Equity | - | - |
Karriereverlauf von Frank Wei
Ehemalige bekannte Positionen von Frank Wei
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
FundQuest, Inc.
 FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations | Analyst-Equity | 13.10.2010 | 13.12.2011 |
| Analyst-Festverzinsliche Wertpapiere | 13.10.2010 | 13.12.2011 | |
| Mitglied des Investmentausschusses | 13.10.2010 | 13.12.2011 | |
| ABN AMRO Securities (USA), Inc. | Corporate Officer/Principal | 31.12.1996 | 31.12.1996 |
| Salomon Smith Barney, Inc. | Corporate Officer/Principal | 31.12.2000 | 31.12.2000 |
Ausbildung von Frank Wei
| East China Normal University | Undergraduate Degree |
| The Leonard N Stern School of Business | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 6 |
| China | 2 |
Operativ
| Analyst-Equity | 2 |
| Corporate Officer/Principal | 2 |
| Analyst-Fixed Income | 1 |
Sektoral
| Finance | 5 |
| Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
FundQuest, Inc.
FundQuest, Inc. Investment ManagersFinance Founded in 1993, FundQuest, Inc. is a registered Investment advisor headquartered in Boston. The firm is a subsidiary of BNP Paribas SA. They are a global provider of web-delivered wealth management services for financial institutions including Registered Investment Advisors, broker/dealers, banks, insurance companies, wealth management companies and trust companies. FundQuest provides connectivity to all major custodians and clearing firms and builds connectivity to institutions' existing self-clearing and trust accounting operations | Finance |
| Salomon Smith Barney, Inc. | Finance |
| ABN AMRO Securities (USA), Inc. | Finance |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Finance |
