Helen Yee
Portfolio Manager-Fixed Income bei Ramirez Asset Management, Inc.
Profil
Ms. Helen Yee, CFA MBA, is a Senior VP & Portfolio Manager at Ramirez Asset Management, Inc.
Ms. Yee joined the firm after 12 years managing fixed income portfolios at Amalgamated Bank.
In 2007, she was promoted to Director of Fixed Income, overseeing strategy, day-to-day portfolio management, and risk analysis.
Previously Ms. Yee was a fixed income portfolio analyst at Fiduciary Trust and J.
& W.
Seligman.
She obtained an M.B.A.
in finance from the New York University Stern School of Business and a B.A.
in Economics from Oberlin College.
Ms. Yee is also a member of the CFA Institute and a CFA charter holder.
Aktive Positionen von Helen Yee
Unternehmen | Position | Beginn |
---|---|---|
Ramirez Asset Management, Inc.
Ramirez Asset Management, Inc. Investment ManagersFinance Part of SAR Holdings, Inc., Ramirez Asset Management, Inc. is a registered investment adviser that specializes in fixed income and equity asset management for a diverse client base. Ramirez Asset Management is affiliated with Samuel A. Ramirez & Co. Inc., one of the oldest and largest Hispanic-owned investment banks in the US and a leader in the fixed income market. The company's clients include public and private defined benefit and defined contribution plans, Taft Hartley plans, corporations, state and local governments, as well as foundations and endowments. The company was founded in 2002 by Samuel A. Ramirez and is headquartered in New York, NY. Samuel A. Ramirez has been the CEO since 2002. | Portfolio Manager-Fixed Income | 01.03.2010 |
Ehemalige bekannte Positionen von Helen Yee
Unternehmen | Position | Ende |
---|---|---|
Amalgamated Bank (Investment Management)
Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank (Investment Management) (Amalgamated Bank-IM) is the investment management division of Amalgamated Bank (NASDAQ: AMAL), an FDIC-insured commercial bank headquartered in New York City. The firm was founded as Amalgamated Bank of New York in 1923 by the Amalgamated Clothing Workers of America. They have retail branches in New York as well as branches in Las Vegas, Nevada, Lyndhurst, New Jersey, Pasadena, California and Washington, DC. Amalgamated Bank’s corporate divisions also include commercial banking and real estate finance. Through their institutional asset management and custody division, Amalgamated Bank-IM provides investment and trust services to US Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations, non-profits, unions, political organizations and social impact enterprises. | Analyst-Festverzinsliche Wertpapiere | 31.12.2009 |
Ausbildung von Helen Yee
Oberlin College | Undergraduate Degree |
The Leonard N Stern School of Business | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Unternehmensverbindungen
Private Unternehmen | 2 |
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Amalgamated Bank (Investment Management)
Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank (Investment Management) (Amalgamated Bank-IM) is the investment management division of Amalgamated Bank (NASDAQ: AMAL), an FDIC-insured commercial bank headquartered in New York City. The firm was founded as Amalgamated Bank of New York in 1923 by the Amalgamated Clothing Workers of America. They have retail branches in New York as well as branches in Las Vegas, Nevada, Lyndhurst, New Jersey, Pasadena, California and Washington, DC. Amalgamated Bank’s corporate divisions also include commercial banking and real estate finance. Through their institutional asset management and custody division, Amalgamated Bank-IM provides investment and trust services to US Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations, non-profits, unions, political organizations and social impact enterprises. | Finance |
Ramirez Asset Management, Inc.
Ramirez Asset Management, Inc. Investment ManagersFinance Part of SAR Holdings, Inc., Ramirez Asset Management, Inc. is a registered investment adviser that specializes in fixed income and equity asset management for a diverse client base. Ramirez Asset Management is affiliated with Samuel A. Ramirez & Co. Inc., one of the oldest and largest Hispanic-owned investment banks in the US and a leader in the fixed income market. The company's clients include public and private defined benefit and defined contribution plans, Taft Hartley plans, corporations, state and local governments, as well as foundations and endowments. The company was founded in 2002 by Samuel A. Ramirez and is headquartered in New York, NY. Samuel A. Ramirez has been the CEO since 2002. | Finance |