![Haicheng Li](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Haicheng Li
Portföljförvaltare-Aktier på
Robert W. Baird & Co., Inc. (Equity)
Profil
Ms. Haicheng Li, CFA MBA, is a Managing Partner at Robert W.
Baird & Co., Inc. She serves as portfolio manager for Chautauqua’s strategies.
Prior to joining Chautauqua in 2016, she was a Senior Analyst and Portfolio Manager at TCW with specific expertise in healthcare.
Ms. Li earned an MBA from Stanford, a master's degree in biological and biomedical sciences from Harvard's Graduate School of Arts and Sciences and a master's degree in medical sciences from Harvard Medical School, where she was a research fellow.
She graduated summa cum laude from Rutgers University.
Aktiva positioner av Haicheng Li
| Företag | Position | Start |
|---|---|---|
Robert W. Baird & Co., Inc. (Equity)
 Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Portföljförvaltare-Aktier | 2016-01-01 |
Tidigare kända positioner av Haicheng Li
| Företag | Position | Slut |
|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION | Företagsledare/Principal | - |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance Operates as an asset management firm | Företagsledare/Principal | - |
TCW Asset Management Co. LLC
 TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Analyst-Equity | - |
Haicheng Lis utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
28
Första gradens relationer
7
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 7 |
|---|---|
Capital One Financial Corp.
 Capital One Financial Corp. Major BanksFinance Operates as a holding company whose subsidiaries provides credit cards, consumer and commercial banking services | Finance |
TCW Asset Management Co. LLC
TCW Asset Management Co. LLC Investment ManagersFinance TCW maintains a value-oriented investment approach and their investment process focuses on preserving capital for their clients. The firm’s integrated top-down and bottom-up investment process emphasizes global and multi-sector diversification to generate attractive risk-adjusted returns from income and capital appreciation. They offer a range of investment strategies across fixed income, equities, and emerging markets. | Finance |
Robert W. Baird & Co., Inc. (Equity)
Robert W. Baird & Co., Inc. (Equity) Investment ManagersFinance Baird Equity Asset Management manages client portfolios with full investment discretion and tailors its advisory services to the individual needs of clients. The firm analyzes a client’s specific needs, investment time horizon, and risk tolerance to help the client develop investment objectives and guidelines for the client’s portfolio. They seek to add incremental value through more bottom-up yield curve positioning, sector allocation, security selection and competitive execution of trades. | Finance |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rutgers State University of New Jersey
 Rutgers State University of New Jersey Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The TCW Group, Inc.
The TCW Group, Inc. Investment ManagersFinance Operates as an asset management firm | Finance |
Stanford Graduate School of Business
 Stanford Graduate School of Business Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
