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Joseph Chee Kern Wong
Portfolio Manager-Equities at ATB Investment Management, Inc.
Profile
Mr. Joseph C.
Wong, CFA, is a Managing Director & Portfolio Management at ATB Investment Management, Inc. He is a Managing Director for Portfolio Management and lead portfolio manager for the Compass Portfolios.
He is also supporting portfolio manager for the ATBIS Pools at ATB Investment Management Inc. (ATBIM), which he joined in 2021.
He has over 20 years of experience in investment management.
He began with Macquarie Investment Management in Sydney, Australia, followed by Deutsche Asset Management in Australia and then New York.Prior to joining ATBIM, He was a senior portfolio manager at QS Investors/Franklin Templeton in San Francisco.
He holds a Master of Commerce degree from the University of New South Wales, Australia, a Bachelor of Economics from Macquarie University, Australia and is a Chartered Financial Analyst (CFA) charterholder.
Joseph Chee Kern Wong active positions
Companies | Position | Start |
---|---|---|
ATB Investment Management, Inc.
![]() ATB Investment Management, Inc. Investment ManagersFinance ATB Investment Management, Inc. (ATBIM) is a Canadian portfolio and investment fund manager headquartered in Edmonton, Alberta. The firm was founded in 2002 and is a wholly owned subsidiary of government-owned ATB Financial. ATBIM provides investment advice, wealth planning and management services for individuals, businesses and institutions. | Portfolio Manager-Equities | 2021-04-30 |
Former positions of Joseph Chee Kern Wong
Companies | Position | End |
---|---|---|
QS Investors LLC
![]() QS Investors LLC Investment ManagersFinance QS Investors LLC (QSI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded and formed in August 2010 through an MBO of the Quantitative Strategies Group within DB Advisors, the institutional asset management division of Deutsche Asset Management. QSI is a wholly-owned subsidiary of QS Investors Holdings LLC, ultimately owned by Franklin Resources, Inc. (NYSE: BEN). The firm provides investment advisory and sub-advisory services to a diverse array of institutional and retail clients and funds. | Corporate Officer/Principal | 2011-02-28 |
DWS Investment Management Americas, Inc.
![]() DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Corporate Officer/Principal | 2010-06-30 |
Macquarie Bank Ltd. (South Korea)
![]() Macquarie Bank Ltd. (South Korea) Regional BanksFinance Part of Macquarie Group Ltd., Macquarie Bank Ltd. (South Korea) is a South Korean banking company that provides banking services. The company is based in Seoul, South Korea. | Corporate Officer/Principal | 1996-06-30 |
BlackRock Fund Advisors
![]() BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Portfolio Manager-Equities | - |
Training of Joseph Chee Kern Wong
Macquarie University | Undergraduate Degree |
The University of New South Wales | Graduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 5 |
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QS Investors LLC
![]() QS Investors LLC Investment ManagersFinance QS Investors LLC (QSI) is a SEC-registered investment advisor headquartered in New York City. The firm was founded and formed in August 2010 through an MBO of the Quantitative Strategies Group within DB Advisors, the institutional asset management division of Deutsche Asset Management. QSI is a wholly-owned subsidiary of QS Investors Holdings LLC, ultimately owned by Franklin Resources, Inc. (NYSE: BEN). The firm provides investment advisory and sub-advisory services to a diverse array of institutional and retail clients and funds. | Finance |
DWS Investment Management Americas, Inc.
![]() DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Finance |
Macquarie Bank Ltd. (South Korea)
![]() Macquarie Bank Ltd. (South Korea) Regional BanksFinance Part of Macquarie Group Ltd., Macquarie Bank Ltd. (South Korea) is a South Korean banking company that provides banking services. The company is based in Seoul, South Korea. | Finance |
BlackRock Fund Advisors
![]() BlackRock Fund Advisors Investment ManagersFinance BlackRock Fund Advisors (BFA) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1984 and is a subsidiary of BlackRock Delaware Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BFA manages assets for US registered investment companies, including ETFs. Mandates include cash management, equity, fixed income, multi-asset and index strategies. | Finance |
ATB Investment Management, Inc.
![]() ATB Investment Management, Inc. Investment ManagersFinance ATB Investment Management, Inc. (ATBIM) is a Canadian portfolio and investment fund manager headquartered in Edmonton, Alberta. The firm was founded in 2002 and is a wholly owned subsidiary of government-owned ATB Financial. ATBIM provides investment advice, wealth planning and management services for individuals, businesses and institutions. | Finance |
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