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Profil
William Tao worked as a Portfolio Manager at Tukman Grossman Capital Management, Inc. He was a Principal at Aster Investment Management Co., Inc. from 2010 to 2013.
He worked as an Auditor at KPMG LLP and as an Associate at Credit Suisse First Boston Corp.
He was a Research Associate at BMO Capital Markets Corp.
from 2004 to 2007 and a Portfolio Manager at ArrowMark Colorado Holdings LLC.
Mr. Tao received his undergraduate degree from the University of Toronto in 1994 and his MBA from the University of Western Ontario in 1999.
Anciens postes connus de William Tao
| Sociétés | Poste | Fin |
|---|---|---|
Aster Investment Management Co., Inc.
 Aster Investment Management Co., Inc. Investment ManagersFinance Aster Investment Management (AIM) invests primarily in the stocks of US and European companies in the finance, technology services and electronic technology sectors. The firm invests across all market-caps. AIM maintains a low turnover rate. They manage the Meridian Equity Income Fund, the Meridian Growth Fund and the Meridian Value Fund. The Meridian Equity Income Fund is a no-load, diversified mutual fund that seeks long-term growth of capital and income. The Fund invests primarily in the equity securities of companies that pay dividends or interest, have the potential for capital appreciation and in which AIM believes have the capacity to raise dividends in the future. The Meridian Growth Fund is a no-load, diversified mutual fund that seeks long-term growth of capital. The Fund invests primarily in growth stocks, including those with small and medium-sized market values. The Meridian Value Fund is a no-load, diversified mutual fund that seeks long-term growth of capital. The Fund invests primarily in the stocks of companies which AIM believes are undervalued in relation to the company's long-term earning power or asset value, or the stock market in general. This may include companies which have suffered earnings declines but which are positioned to resume long-term growth. Investments include equities across all market-caps and industries. | Analyst-Equity | 20/10/2011 |
BMO Capital Markets Corp. (Broker)
 BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 31/05/2007 |
Credit Suisse First Boston Corp.
 Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Corporate Officer/Principal | - |
Tukman Grossman Capital Management, Inc.
 Tukman Grossman Capital Management, Inc. Investment ManagersFinance Provides investment advice | Gestionnaire de Portefeuille-Actions | - |
ArrowMark Colorado Holdings LLC
 ArrowMark Colorado Holdings LLC Investment ManagersFinance ArrowMark uses fundamental research and an opportunistic investment philosophy when investing. They focus on niche and less efficient market segments in public and private credit and equity, leveraged loans, and middle-market commercial real estate finance. The firm primarily invests for relatively long-time horizons, often for a year or more. | Gestionnaire de Portefeuille-Actions | - |
Formation de William Tao
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
99
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Tukman Grossman Capital Management, Inc.
Tukman Grossman Capital Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Aster Investment Management Co., Inc.
Aster Investment Management Co., Inc. Investment ManagersFinance Aster Investment Management (AIM) invests primarily in the stocks of US and European companies in the finance, technology services and electronic technology sectors. The firm invests across all market-caps. AIM maintains a low turnover rate. They manage the Meridian Equity Income Fund, the Meridian Growth Fund and the Meridian Value Fund. The Meridian Equity Income Fund is a no-load, diversified mutual fund that seeks long-term growth of capital and income. The Fund invests primarily in the equity securities of companies that pay dividends or interest, have the potential for capital appreciation and in which AIM believes have the capacity to raise dividends in the future. The Meridian Growth Fund is a no-load, diversified mutual fund that seeks long-term growth of capital. The Fund invests primarily in growth stocks, including those with small and medium-sized market values. The Meridian Value Fund is a no-load, diversified mutual fund that seeks long-term growth of capital. The Fund invests primarily in the stocks of companies which AIM believes are undervalued in relation to the company's long-term earning power or asset value, or the stock market in general. This may include companies which have suffered earnings declines but which are positioned to resume long-term growth. Investments include equities across all market-caps and industries. | Finance |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, tax and advisory services | Commercial Services |
Credit Suisse First Boston Corp.
Credit Suisse First Boston Corp. Real Estate Investment TrustsFinance Real Estate Investment Trusts | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance Provides brokerage services | Finance |
ArrowMark Colorado Holdings LLC
ArrowMark Colorado Holdings LLC Investment ManagersFinance ArrowMark uses fundamental research and an opportunistic investment philosophy when investing. They focus on niche and less efficient market segments in public and private credit and equity, leveraged loans, and middle-market commercial real estate finance. The firm primarily invests for relatively long-time horizons, often for a year or more. | Finance |
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