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Profil
Ms. Donna A. Chong, CFA, is a Senior Associate at Wilshire Associates, Inc.
Ms. Chong joined Wilshire Associates in 2011 and has more than 10 years of industry experience.
Previously, she worked at Northern Trust Global Advisors performing searches, due diligence, and analysis of investment managers across asset classes.
She was later responsible for creating customized multi-manager solutions for ultra-high-net-worth clients and was a voting member of their Investment Committee.
She has also worked at CIBC World Markets as an analyst and at CI Funds where she gained experience valuing mutual funds.
Ms. Chong received a BSc from the University of Toronto majoring in psychology and economics.
She holds the Chartered Financial Analyst designation.
Anciens postes connus de Donna A. Chong
| Sociétés | Poste | Fin |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Analyst-Equity | 01/06/2014 |
Northern Trust Global Advisors, Inc.
 Northern Trust Global Advisors, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 01/07/2008 |
CI Funds | Corporate Officer/Principal | - |
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | 01/01/2003 |
Formation de Donna A. Chong
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
34
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate. | Finance |
Northern Trust Global Advisors, Inc.
Northern Trust Global Advisors, Inc. Investment ManagersFinance Provides investment advice | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CI Funds | |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Provides brokerage services | Finance |
