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Haicheng Li
Gestionnaire de Portefeuille-Actions chez
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.
Postes actifs de Haicheng Li
| Sociétés | Poste | Début |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | 01/01/2016 |
Anciens postes connus de Haicheng Li
| Sociétés | Poste | Fin |
|---|---|---|
| CAPITAL ONE FINANCIAL CORPORATION | Corporate Officer/Principal | - |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance Operates as an asset management firm | Corporate Officer/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 | - |
Formation de Haicheng Li
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |
