Profile
James Cheung worked as an Associate at Citadel Advisors LLC from 2017 to 2018.
Prior to that, he was an Investment Banking Analyst at Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) from 2011 to 2013.
He also worked as an Investment Consultant at Blackcrane Capital LLC from 2018 to 2021.
Mr. Cheung received his undergraduate degree from the University of California San Diego in 2010.
He then went on to earn a graduate degree from MIT Sloan School of Management in 2011 and an MBA from Columbia Business School in 2017.
Former positions of James Cheung
| Companies | Position | End |
|---|---|---|
Blackcrane Capital LLC
 Blackcrane Capital LLC Investment ManagersFinance Blackcrane Capital LLC (Blackcrane) is a boutique asset management firm headquartered in Bellevue, Washington. The firm was founded by Daniel Y. Kim in 2012. Blackcrane provides investment advisory services to individuals and institutional clients. | Analyst-Equity | 2020-12-31 |
Citadel Advisors LLC
 Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Illinois. The firm was founded in 1990 by Kenneth Griffin and is a wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Analyst-Equity | 2018-06-30 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Analyst-Equity | 2013-06-30 |
Training of James Cheung
| University of California San Diego | Undergraduate Degree |
| Columbia Business School | Masters Business Admin |
| MIT Sloan School of Management | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Citadel Advisors LLC
Citadel Advisors LLC Investment ManagersFinance Citadel Advisors LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Miami, Illinois. The firm was founded in 1990 by Kenneth Griffin and is a wholly-owned by Citadel Advisors Holdings LP, ultimately held by GFH HFEVA LLC. Citadel Advisors manages private investment funds that are offered exclusively to sophisticated investors. | Finance |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPFS) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPFS provide investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Finance |
Blackcrane Capital LLC
Blackcrane Capital LLC Investment ManagersFinance Blackcrane Capital LLC (Blackcrane) is a boutique asset management firm headquartered in Bellevue, Washington. The firm was founded by Daniel Y. Kim in 2012. Blackcrane provides investment advisory services to individuals and institutional clients. | Finance |
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