Steve Fung
Analyst-Equity bei Saratoga Research & Investment Management
Profil
Mr. Stephen Y.
Fung is an Analyst & Operations Specialist at Saratoga Research & Investment Management.
He joined Saratoga in 2006.
He is co-portfolio manager for the firm's equity strategies and has primary research, security selection and trading responsibilities for the aerospace & defence and IT services portions of the portfolios.
Mr. Fung was employed as an Analyst by Salomon Brothers Asset Management Asia Pacific Ltd., a Principal by Rockwell International Corp., and a Financial Analyst by HP, Inc.
He received his B.S.
Physics from Santa Clara University and an MBA with dual major in Finance, Strategic Management from The Wharton School of the University of Pennsylvania.
Aktive Positionen von Steve Fung
| Unternehmen | Position | Beginn |
|---|---|---|
Saratoga Research & Investment Management
 Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Analyst-Equity | 01.01.2006 |
Ehemalige bekannte Positionen von Steve Fung
| Unternehmen | Position | Ende |
|---|---|---|
| Salomon Brothers Asset Management Asia Pacific Ltd. | Corporate Officer/Principal | 31.12.1995 |
| Rockwell International Corp. | Corporate Officer/Principal | 31.07.1991 |
| HP INC. | Corporate Officer/Principal | - |
Ausbildung von Steve Fung
| Santa Clara University | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| HP INC. | Electronic Technology |
| Private Unternehmen | 3 |
|---|---|
Saratoga Research & Investment Management
Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Finance |
| Salomon Brothers Asset Management Asia Pacific Ltd. | Finance |
| Rockwell International Corp. | Electronic Technology |
