![Haicheng Li](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>)
Haicheng Li
Portfolio Manager-Aktien bei
Robert W. Baird & Co., Inc. (Equity)
Profil
Ms. Haicheng Li, CFA MBA, is a Managing Partner at Robert W.
Baird & Co., Inc. She serves as portfolio manager for Chautauqua’s strategies.
Prior to joining Chautauqua in 2016, she was a Senior Analyst and Portfolio Manager at TCW with specific expertise in healthcare.
Ms. Li earned an MBA from Stanford, a master's degree in biological and biomedical sciences from Harvard's Graduate School of Arts and Sciences and a master's degree in medical sciences from Harvard Medical School, where she was a research fellow.
She graduated summa cum laude from Rutgers University.
Aktive Positionen von Haicheng Li
| Unternehmen | Position | Beginn |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Portfolio Manager-Aktien | 01.01.2016 |
Ehemalige bekannte Positionen von Haicheng Li
| Unternehmen | Position | Ende |
|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION | Corporate Officer/Principal | - |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance Operates as an asset management firm | Corporate Officer/Principal | - |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Analyst-Equity | - |
Ausbildung von Haicheng Li
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
21
Beziehungen ersten Grades
7
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 7 |
|---|---|
Capital One Financial Corp.
 Capital One Financial Corp. Major BanksFinance Operates as a holding company whose subsidiaries provides credit cards, consumer and commercial banking services | Finance |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The TCW Group, Inc.
The TCW Group, Inc. Investment ManagersFinance Operates as an asset management firm | Finance |
Stanford Graduate School of Business
 Stanford Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
