![Julia Sze](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>)
Julia Sze
Directeur/Membre du Conseil chez
CAVCO INDUSTRIES, INC.
Fortune : 2 M $ au 31/05/2026
Profil
Julia W.
Sze is currently an Independent Director at Cavco Industries, Inc. since 2019, an Independent Director at Turtle Beach Corp.
since 2022, and a Director at Tern Bicycles since 2018.
Former positions include Managing Director at Sonen Capital LLC, Director at LNW Wealth Management LLC from 2022 to 2024, Director at Amalgamated Charitable Foundation, Inc. from 2019 to 2021, Director at New Resource Bank from 2016 to 2017, Managing Director-Impact Investing at Arabella Advisors LLC, Director at New Resource Bancorp, and Trustee at Marin Community Foundation from 2006 to 2017.
Education includes undergraduate and graduate degrees from Stanford University, conferred in 1989 and 1990 respectively.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
CAVCO INDUSTRIES, INC. 0,04 % | 28/07/2025 | 3 026 ( 0,04 % ) | 2 M $ | 31/05/2026 |
TURTLE BEACH CORPORATION 0,27 % | 10/04/2026 | 53 695 ( 0,27 % ) | 700 183 $ | 31/05/2026 |
Postes actifs de Julia Sze
| Sociétés | Poste | Début |
|---|---|---|
| CAVCO INDUSTRIES, INC. | Directeur/Membre du Conseil | 29/05/2019 |
| TURTLE BEACH CORPORATION | Directeur/Membre du Conseil | 05/12/2022 |
Tern Bicycles
 Tern Bicycles Motor VehiclesConsumer Durables Engages in manufacturing bicycles | Directeur/Membre du Conseil | 01/01/2018 |
Anciens postes connus de Julia Sze
| Sociétés | Poste | Fin |
|---|---|---|
Laird Norton Wealth Management LLC
 Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant. | Directeur/Membre du Conseil | 01/07/2024 |
AMALGAMATED CHARITABLE FOUNDATION, INC.
 AMALGAMATED CHARITABLE FOUNDATION, INC. Investment Trusts/Mutual FundsMiscellaneous Amalgamated Charitable Foundation Inc is a company that operates in the Non-Profit & Charitable Organizations industry. The company is located in the US. | Directeur/Membre du Conseil | 01/08/2021 |
New Resource Bank
 New Resource Bank Regional BanksFinance Provides commercial banking services | Directeur/Membre du Conseil | 01/01/2017 |
Marin Community Foundation
 Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Directeur/Membre du Conseil | 01/01/2017 |
New Resource Bancorp
 New Resource Bancorp Regional BanksFinance Provides banking services | Directeur/Membre du Conseil | - |
Formation de Julia Sze
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
95
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Cavco Industries, Inc.
 Cavco Industries, Inc. HomebuildingConsumer Durables Designs and produces factory-built homes | Consumer Durables |
Turtle Beach Corp.
 Turtle Beach Corp. Electronics/AppliancesConsumer Durables Develops audio products for the consumer and commercial markets | Consumer Durables |
Sonen Capital LLC
 Sonen Capital LLC Investment ManagersFinance Sonen uses an asset allocation approach tailored to each client’s financial and impact return objectives, risk tolerance, liquidity needs, tax and other personal considerations, which is designed to build a well-diversified investment portfolio with a focus on capital preservation, while taking advantage of short- and long-term opportunities in the global capital markets. Upon the development of an investment policy and long-term strategic asset allocation plan for a client, the firm will then construct a portfolio of investment products that considers the purpose, correlation, and risk/return profile of each investment. | Finance |
Stanford University
 Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Marin Community Foundation
Marin Community Foundation Investment Trusts/Mutual FundsMiscellaneous Functions as a foundation or endowment | Miscellaneous |
New Resource Bank
New Resource Bank Regional BanksFinance Provides commercial banking services | Finance |
Laird Norton Wealth Management LLC
Laird Norton Wealth Management LLC Investment ManagersFinance LNW develops asset allocation strategies that focus on risk management through their research of capital markets and macroeconomic trends. The firm's investment process begins with a combination of top-down and bottom-up analysis of stocks with a focus on growth sectors. They seek to identify companies with quality management teams, low P/E ratios, sound balance sheets and above-average earnings per share growth. Sector percentages are determined on a top-down basis and change as fundamental valuations warrant. | Finance |
Arabella Advisors LLC
 Arabella Advisors LLC Miscellaneous Commercial ServicesCommercial Services Provides administrative, operational and strategic support services for non-profit companies | Commercial Services |
New Resource Bancorp
New Resource Bancorp Regional BanksFinance Provides banking services | Finance |
Tern Bicycles
Tern Bicycles Motor VehiclesConsumer Durables Engages in manufacturing bicycles | Consumer Durables |
AMALGAMATED CHARITABLE FOUNDATION, INC.
AMALGAMATED CHARITABLE FOUNDATION, INC. Investment Trusts/Mutual FundsMiscellaneous Amalgamated Charitable Foundation Inc is a company that operates in the Non-Profit & Charitable Organizations industry. The company is located in the US. | Miscellaneous |
