John C. Lui
Portfolio Manager-Fixed Income chez Raab & Moskowitz Asset Management LLC
Profil
Mr. John C.
Lui is a Managing Director & Chief Investment Strategist at Raab & Moskowitz Asset Management LLC.
Prior to joining Raab & Moskowitz in April of 2009, Mr. Lui spent 25 years with the Bank of New York, where he was a Managing Director and Senior Portfolio Manager for equity and fixed income portfolios.
He was President of United Commercial Bank's Wealth Management subsidiary.
He has been managing money since 1987.
He has experience managing small capitalization stocks and additional expertise in Asian financial markets.
Mr. Lui received his MBA in Finance from Pace University in 1985.
Postes actifs de John C. Lui
| Sociétés | Poste | Début |
|---|---|---|
Raab & Moskowitz Asset Management LLC
 Raab & Moskowitz Asset Management LLC Investment ManagersFinance Raab & Moskowitz Asset Management LLC, dba Chatham Wealth Management (CWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chatham, New Jersey. The firm was co-founded by John Raab and Daniel Moskowitz in 2000. CWM provides investment advice and portfolio management services to high-net-worth individuals, retirement plans and trusts. | Portfolio Manager-Fixed Income | 01/04/2009 |
Anciens postes connus de John C. Lui
| Sociétés | Poste | Fin |
|---|---|---|
Bank of New York (New York Branch)
 Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Gestionnaire de Portefeuille-Actions | 31/03/2006 |
United Commercial Bank (San Francisco, California)
 United Commercial Bank (San Francisco, California) Regional BanksFinance United Commercial Bank, a subsidiary of UCBH Holdings, Inc. is a bank in the United States serving Chinese communities and American companies doing business in Greater China. Together, the Bank and its subsidiaries, including United Commercial Bank (China) Limited, operate in California branches/offices located in the San Francisco Bay Area, Sacramento, Stockton, Los Angeles and Orange counties, New York, Atlanta, New England, Pacific Northwest, Houston, Hong Kong, Shanghai and Shantou China, and representative offices in Beijing, Guangzhou and Shenzhen, China and Taipei, Taiwan. The company, with headquarters in San Francisco, provides commercial banking services to small and medium sized businesses and professionals in a variety of industries, as well as consumer and private client services to individuals. The Bank offers a full range of lending activities, including commercial real estate & construction loans, commercial credit facilities, international trade finance, asset-based financing, cash management, loans guaranteed by the U.S. Small Business Administration, commercial, multifamily & residential mortgages, home equity lines of credit, and online banking services for businesses and consumers. The company was founded as United Federal Savings and Loan Association in 1974 to serve the financial needs of the San Francisco Chinese community. | Corporate Officer/Principal | - |
Formation de John C. Lui
| Pace University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
United Commercial Bank (San Francisco, California)
United Commercial Bank (San Francisco, California) Regional BanksFinance United Commercial Bank, a subsidiary of UCBH Holdings, Inc. is a bank in the United States serving Chinese communities and American companies doing business in Greater China. Together, the Bank and its subsidiaries, including United Commercial Bank (China) Limited, operate in California branches/offices located in the San Francisco Bay Area, Sacramento, Stockton, Los Angeles and Orange counties, New York, Atlanta, New England, Pacific Northwest, Houston, Hong Kong, Shanghai and Shantou China, and representative offices in Beijing, Guangzhou and Shenzhen, China and Taipei, Taiwan. The company, with headquarters in San Francisco, provides commercial banking services to small and medium sized businesses and professionals in a variety of industries, as well as consumer and private client services to individuals. The Bank offers a full range of lending activities, including commercial real estate & construction loans, commercial credit facilities, international trade finance, asset-based financing, cash management, loans guaranteed by the U.S. Small Business Administration, commercial, multifamily & residential mortgages, home equity lines of credit, and online banking services for businesses and consumers. The company was founded as United Federal Savings and Loan Association in 1974 to serve the financial needs of the San Francisco Chinese community. | Finance |
Bank of New York (New York Branch)
Bank of New York (New York Branch) Investment ManagersFinance The Bank of New York is an investment management division of the Bank of New York Mellon (NYSE: BK) | Finance |
Raab & Moskowitz Asset Management LLC
Raab & Moskowitz Asset Management LLC Investment ManagersFinance Raab & Moskowitz Asset Management LLC, dba Chatham Wealth Management (CWM), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chatham, New Jersey. The firm was co-founded by John Raab and Daniel Moskowitz in 2000. CWM provides investment advice and portfolio management services to high-net-worth individuals, retirement plans and trusts. | Finance |