Lu Chang

Keine laufenden Positionen mehr

51 Jahre

Finance

Consumer Services

Miscellaneous

Profil

Lu Chang worked as a Chief Risk & Operations Officer at Angel Oak Capital Advisors LLC from 2014 to 2020.
Prior to that, Ms. Chang worked as a Principal at Wells Fargo Securities LLC and as a Vice President & Finance Manager at Wells Fargo Clearing Services LLC.
Ms. Chang also worked as a Senior Research Analyst at Evergreen Investments, Inc. and as a Secretary at Angel Oak Dynamic Financial Strategies Income Term Trust.
Ms. Chang received an undergraduate degree from Wuhan University, an MBA from The College of William & Mary, and a graduate degree from the University of Oklahoma.

Ehemalige bekannte Positionen von Lu Chang

Unternehmen	Position	Ende
Angel Oak Capital Advisors LLC Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value.	Mitglied des Investmentausschusses	01.09.2020
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Finanzdirektor/CFO	01.01.2014
ANGEL OAK DYNAMIC FINANCIAL STRATEGIES INCOME TERM TRUST	Unternehmenssekretär	-
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Corporate Officer/Principal	-
Evergreen Investments, Inc.	Corporate Officer/Principal	-

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Private Unternehmen

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Unternehmensverbindungen

Private Unternehmen	9
Angel Oak Dynamic Financial Strategies Income Term Trust Angel Oak Dynamic Financial Strategies Income Term Trust Investment Trusts/Mutual FundsMiscellaneous Functions as a closed-end investment fund or Investment trust	Miscellaneous
Wachovia Securities LLC Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Wuhan University Wuhan University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The College of William & Mary The College of William & Mary Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Oklahoma University of Oklahoma Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Wells Fargo Securities LLC Wells Fargo Securities LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Angel Oak Capital Advisors LLC Angel Oak Capital Advisors LLC Investment ManagersFinance Angel Oak employs a value-driven approach that seeks to deliver attractive risk-adjusted returns by employing a credit-driven approach that identifies undervalued assets predominately within the fixed income sector focusing mainly on structured-credit fixed income markets. Investment strategies employ a top-down approach focused on identifying valuation dislocations in the structured and corporate credit markets and a bottom-up security selection process. Portfolio managers invest opportunistically up and down the capital structure based on relative value.	Finance
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance WFCS offers a variety of advisory programs. The firm's separately managed programs give clients the flexibility to select a model-based approach to separate account management or to customize a portfolio of individual professional money managers. Their mutual fund advisory programs are designed to help clients take advantage of the expertise of professional money managers through mutual funds or current market trends through ETFs. Through their financial advisor-directed portfolio management programs, a client's Financial Advisor takes on the responsibility of making day-to-day investment decisions.	Finance
Evergreen Investments, Inc.