![Ken Wong](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>)
Profil
Ken Wong is currently Managing Director at Oppenheimer & Co., Inc. (Broker) since 2022.
Formerly, Mr. Wong was Principal at Bear, Stearns & Co., Inc. in 2004; Research Analyst at Engemann Asset Management from 2000 to 2005; Research Analyst at Cowen & Co. LLC from 2004 to 2009; Analyst at Citigroup Global Markets, Inc. (Broker) from 2009 to 2018; Analyst at Guggenheim Securities LLC from 2018 to 2022; and Principal at American Golf Corp.
in 2004.
Mr. Wong completed undergraduate studies at the University of California, Berkeley in 2003.
Aktiva positioner av Ken Wong
| Företag | Position | Start |
|---|---|---|
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2022-05-01 |
Tidigare kända positioner av Ken Wong
| Företag | Position | Slut |
|---|---|---|
Guggenheim Securities LLC
 Guggenheim Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2022-05-01 |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2018-03-01 |
Cowen & Co. LLC
 Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 2009-09-01 |
Engemann Asset Management
 Engemann Asset Management Investment ManagersFinance Engemann Asset Management specializes in growth stock investments. Their portfolios include large-cap growth and balanced growth. Engemann's Large-Cap Growth strategy seeks earning growth rate greater than the Russell 1000 Growth Index and a risk profile close to the Russell 1000 Growth Index. They invest in large-cap companies with consistent, superior earnings growth, leading market shares and strong management teams. Companies should be financially strong, have positive annual cash flow and lower earning volatility than their peers. The firm's fundamental analysis includes extensive contact with companies' management teams, competitors and suppliers. It also includes an analysis of cash flow, earnings volatility and ROE. Engemann also employs proprietary, detailed earnings models and growth projections. They will sell a position when a company misses the articulated fundamental guideposts or when valuations become extended. They will review a position if there is a 20% absolute price drop. A break in a technical pattern may prompt a reduction in a position. Engemann's Balanced Growth strategy is similar to their large-cap growth strategy. Portfolios will contain 30% to 50% bonds, most of which are US Treasuries. In general, the firm tends to invest in US companies in the electronic technology, health technology and technology services sectors. Engemann maintains a high turnover rate. | Analyst-Equity | 2005-01-01 |
Bear, Stearns & Co., Inc.
 Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Företagsledare/Principal | 2004-11-30 |
Ken Wongs utbildningar
Erfarenheter
Innehade positioner
Aktiva
Inaktiva
Börsnoterade företag
Privata företag
Relationer
97
Första gradens relationer
8
Företag kopplade till första graden
Man
Kvinna
Styrelseledamöter
Chefer
Kopplade företag
| Privata företag | 8 |
|---|---|
Bear, Stearns & Co., Inc.
Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services | Finance |
Engemann Asset Management
Engemann Asset Management Investment ManagersFinance Engemann Asset Management specializes in growth stock investments. Their portfolios include large-cap growth and balanced growth. Engemann's Large-Cap Growth strategy seeks earning growth rate greater than the Russell 1000 Growth Index and a risk profile close to the Russell 1000 Growth Index. They invest in large-cap companies with consistent, superior earnings growth, leading market shares and strong management teams. Companies should be financially strong, have positive annual cash flow and lower earning volatility than their peers. The firm's fundamental analysis includes extensive contact with companies' management teams, competitors and suppliers. It also includes an analysis of cash flow, earnings volatility and ROE. Engemann also employs proprietary, detailed earnings models and growth projections. They will sell a position when a company misses the articulated fundamental guideposts or when valuations become extended. They will review a position if there is a 20% absolute price drop. A break in a technical pattern may prompt a reduction in a position. Engemann's Balanced Growth strategy is similar to their large-cap growth strategy. Portfolios will contain 30% to 50% bonds, most of which are US Treasuries. In general, the firm tends to invest in US companies in the electronic technology, health technology and technology services sectors. Engemann maintains a high turnover rate. | Finance |
Cowen & Co. LLC
Cowen & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
Guggenheim Securities LLC
Guggenheim Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
American Golf Corp.
 American Golf Corp. Movies/EntertainmentConsumer Services Operates golf clubs | Consumer Services |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
