Ronald Kei Ching Chan
Portfolio Manager-Aktien bei Lakeside Financial, Inc.
Profil
Ronald Kei Ching Chan is currently working as an Investment Advisor at Lakeside Financial, Inc. He previously worked as an Investment Analyst & Portfolio Manager at Pekin Hardy Strauss, Inc. from 2010 to 2015.
He also held Principal positions at KPMG, Inc. and Ernst & Young LLP (Missouri).
Mr. Chan completed his undergraduate and graduate degrees from the University of Washington in 2002.
He also holds an MBA from The University of Chicago, which he completed in 2010.
Aktive Positionen von Ronald Kei Ching Chan
| Unternehmen | Position | Beginn |
|---|---|---|
Lakeside Financial, Inc.
 Lakeside Financial, Inc. Investment ManagersFinance Lakeside Financial, Inc. (Lakeside) is an independent, SEC-registered investment advisor headquartered in Kirkland, Washington. Founded in 2015, Lakeside provides a comprehensive range of products and services to individuals and to businesses. | Portfolio Manager-Aktien | 01.08.2015 |
Ehemalige bekannte Positionen von Ronald Kei Ching Chan
| Unternehmen | Position | Ende |
|---|---|---|
Pekin Hardy Strauss, Inc.
 Pekin Hardy Strauss, Inc. Investment ManagersFinance Pekin Hardy Strauss, Inc. (Pekin Hardy) is an independent, SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded by Rick Singer in 1990 as Pekin Singer Strauss Asset Management, Inc. Pekin Hardy serves as the investment manager to the Appleseed Fund, a mutual fund registered under the Investment Company Act of 1940, and provides investment management services to separately managed accounts, retirement plans, and other client accounts. | Analyst-Equity | 01.09.2015 |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Corporate Officer/Principal | - |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Corporate Officer/Principal | - |
Ausbildung von Ronald Kei Ching Chan
| University of Washington | Graduate Degree |
| The University of Chicago | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Pekin Hardy Strauss, Inc.
Pekin Hardy Strauss, Inc. Investment ManagersFinance Pekin Hardy Strauss, Inc. (Pekin Hardy) is an independent, SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded by Rick Singer in 1990 as Pekin Singer Strauss Asset Management, Inc. Pekin Hardy serves as the investment manager to the Appleseed Fund, a mutual fund registered under the Investment Company Act of 1940, and provides investment management services to separately managed accounts, retirement plans, and other client accounts. | Finance |
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Commercial Services |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Commercial Services |
Lakeside Financial, Inc.
Lakeside Financial, Inc. Investment ManagersFinance Lakeside Financial, Inc. (Lakeside) is an independent, SEC-registered investment advisor headquartered in Kirkland, Washington. Founded in 2015, Lakeside provides a comprehensive range of products and services to individuals and to businesses. | Finance |
