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Profil
Ms. Jasmine Huang, CFA MBA, is a Senior Portfolio Manager at Columbia Management Investment Advisers LLC.
She is on the International Equity Team for Columbia Threadneedle Investments.
She joined one of the Columbia Threadneedle Investments legacy firms in 2003, and became a portfolio manager in 2005.
Previously, Ms. Huang was a manager for Deloitte’s management consulting practice for three years.
Prior to that, she was a senior auditor at Arthur Andersen in China, focusing on Chinese corporate overseas IPOs.
She received a bachelor’s degree from Shenzhen University in China and her MBA from Willamette University.
She is a Certified Public Accountant both in the United States and China, is certified in Financial Management and holds the Chartered Financial Analyst designation.
Anciens postes connus de Weili Huang
| Sociétés | Poste | Fin |
|---|---|---|
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Gestionnaire de Portefeuille-Actions | 30/04/2010 |
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Gestionnaire de Portefeuille-Actions | 31/01/2008 |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | 31/08/2003 |
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Gestionnaire de Portefeuille-Actions | - |
Bank of America, NA (Private Banking)
 Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Gestionnaire de Portefeuille-Actions | - |
Formation de Weili Huang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
96
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate. | Finance |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Willamette University
 Willamette University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shenzhen University
 Shenzhen University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance CMIA manages no-load mutual funds and separate client-focused equity, fixed-income and balanced portfolios. The firm invests in the growth and value stocks of small-cap, mid-cap and large-cap domestic and international companies. Their investment strategy combines a top-down approach and thematic and fundamental analysis with a bottom-up stock selection process. CMIA’s fixed-income investments focus on short-term, intermediate-term and long-term high-quality debt instruments including US Treasuries, MBS, ABS, municipal bonds and agency bonds. Their balanced investment approach is a blend of their equity and debt strategies. Portfolios are benchmarked against the S&P 500 Index and the Barclays Capital Aggregate Index (formerly the Lehman Aggregate Index). | Finance |
