Steve Fung
Analyst-Equity chez Saratoga Research & Investment Management
Profil
Mr. Stephen Y.
Fung is an Analyst & Operations Specialist at Saratoga Research & Investment Management.
He joined Saratoga in 2006.
He is co-portfolio manager for the firm's equity strategies and has primary research, security selection and trading responsibilities for the aerospace & defence and IT services portions of the portfolios.
Mr. Fung was employed as an Analyst by Salomon Brothers Asset Management Asia Pacific Ltd., a Principal by Rockwell International Corp., and a Financial Analyst by HP, Inc.
He received his B.S.
Physics from Santa Clara University and an MBA with dual major in Finance, Strategic Management from The Wharton School of the University of Pennsylvania.
Postes actifs de Steve Fung
Sociétés | Poste | Début |
---|---|---|
Saratoga Research & Investment Management
Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Analyst-Equity | 01/01/2006 |
Anciens postes connus de Steve Fung
Sociétés | Poste | Fin |
---|---|---|
Salomon Brothers Asset Management Asia Pacific Ltd. | Corporate Officer/Principal | 31/12/1995 |
Rockwell International Corp. | Corporate Officer/Principal | 31/07/1991 |
HP INC. | Corporate Officer/Principal | - |
Formation de Steve Fung
Santa Clara University | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Sociétés cotées | 1 |
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HP INC. | Electronic Technology |
Entreprise privées | 3 |
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Saratoga Research & Investment Management
Saratoga Research & Investment Management Investment ManagersFinance Saratoga Research & Investment Management (SaratogaRIM) is an independent, SEC-registered investment advisor headquartered in Saratoga, California. The firm was founded by Kevin Tanner in 1995. SaratogaRIM manages separately managed accounts for high-net-worth individuals, retirement accounts, trusts, endowments and foundations across the US. They also oversee investment models on model delivery platforms across the US and Canada. | Finance |
Salomon Brothers Asset Management Asia Pacific Ltd. | Finance |
Rockwell International Corp. | Electronic Technology |