Karriereverlauf von Jeffrey Wang
Ehemalige bekannte Positionen von Jeffrey Wang
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Analyst-Equity | 01.03.2021 | 01.07.2022 |
Ausbildung von Jeffrey Wang
Jilin University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 2 |
China | 2 |
Operativ
Analyst-Equity | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada. | Finance |
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