Profil
Jerome Li worked as a Portfolio Risk Supervisor at Raymond James Ltd. from 2001 to 2018.
He also worked as a Portfolio Manager & Senior Analyst at Capstone Asset Management Inc from 2020 to 2022.
Ehemalige bekannte Positionen von Jerome Li
| Unternehmen | Position | Ende |
|---|---|---|
Capstone Asset Management Inc
Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management is an active manager that invests by way of the traditional capital markets throughout North America and globally. Individual stocks are purchased at a discount to their intrinsic value and are a blend of small, mid and large cap equities diversified across sectors. Stocks are valued on a bottom-up approach using fundamental analysis. | Analyst-Equity | 01.08.2022 |
Raymond James Ltd.
Raymond James Ltd. Investment ManagersFinance Operates as a subsidiary company that provide asset management, financial planning and investment advisory services | Corporate Officer/Principal | 01.12.2018 |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
Raymond James Ltd.
Raymond James Ltd. Investment ManagersFinance Operates as a subsidiary company that provide asset management, financial planning and investment advisory services | Finance |
Capstone Asset Management Inc
Capstone Asset Management Inc Investment ManagersFinance Capstone Asset Management is an active manager that invests by way of the traditional capital markets throughout North America and globally. Individual stocks are purchased at a discount to their intrinsic value and are a blend of small, mid and large cap equities diversified across sectors. Stocks are valued on a bottom-up approach using fundamental analysis. | Finance |
















