Profil
Mr. Tom M.
Ngo is a Chief Executive Officer & Partner at Baker Avenue Asset Management LP.
He chairs BakerAvenue’s Executive Committee, is a member of the Investment Committee, works closely with senior leadership to drive the firm’s strategic roadmap and is engaged on several of the firm’s family office and wealth management relationships.
Mr. Ngo has held several operating roles at wealth management firms and multi-family offices including Chief Operating Officer at a global multi-family office and Chief Technology Officer and Head of Operations at a large Wealth Management firm.
He also held a number of executive and management roles at Wells Fargo’s Wealth Management Group and has extensive experience in the start-up world.
Mr. Ngo is a software developer by trade having spent several years managing US and international software development teams at SS&C / Advent in the mid to late 1990s and credits his disciplined approach to solving problems and arriving at creative solutions to Management Consulting, where he started his career.
He holds a B.A. from UCLA and an MBA from the University of California, Berkeley, Hass School of Business.
He is also a Certified Financial Planner.
Postes actifs de Tom Min Ngo
| Sociétés | Poste | Début |
|---|---|---|
Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance BakerAvenue is an active growth manager that employs a disciplined risk management process. The firm constructs and manages portfolios based on the overall risk and health of the market. They have the flexibility to invest across all styles, market-caps and sectors. The firm's strict buy-and-sell discipline also applies to individual stocks. They invest only in market-leading companies with strong fundamentals and equally strong numbers. | Directeur Général | 01/01/2018 |
Anciens postes connus de Tom Min Ngo
| Sociétés | Poste | Fin |
|---|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Corporate Officer/Principal | - |
Formation de Tom Min Ngo
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Laird Norton Wetherby Wealth Management LLC
Laird Norton Wetherby Wealth Management LLC Investment ManagersFinance LNW aims to provide great risk-adjusted returns and exceptional service to every one of their clients. The firm develops asset allocation strategies focused on risk management through research of capital markets and macroeconomic trends. Client investment portfolios are generally a customized mix of funds from managers upon which the firm has conducted appropriate due diligence. | Finance |
University of California, Berkeley
University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Baker Avenue Asset Management LP
Baker Avenue Asset Management LP Investment ManagersFinance BakerAvenue is an active growth manager that employs a disciplined risk management process. The firm constructs and manages portfolios based on the overall risk and health of the market. They have the flexibility to invest across all styles, market-caps and sectors. The firm's strict buy-and-sell discipline also applies to individual stocks. They invest only in market-leading companies with strong fundamentals and equally strong numbers. | Finance |
















