Sherwin Soo
Portfolio Manager-Equities at American Century Investment Management, Inc.
Profile
Mr. Sherwin Soo, CFA MBA, is a Portfolio Manager & Vice President at American Century Investment Management, Inc. He joined the firm as an investment analyst.
Prior to joining American Century Investments in 2011, Mr. Soo was a Vice President and Securities Analyst at Neuberger Berman.
Previously, he held roles as an Investment Manager for HSBC Asset Management and as an analyst for Salomon Brothers.
Mr. Soo holds a bachelor’s degree in Biological Neuroscience from the University of Pennsylvania, a bachelor’s degree in Finance from the Wharton School at the University of Pennsylvania and an MBA from the MIT Sloan School of Management.
He is a CFA charter holder.
Sherwin Soo active positions
Companies | Position | Start |
---|---|---|
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Portfolio Manager-Equities | 2016-12-31 |
Former positions of Sherwin Soo
Companies | Position | End |
---|---|---|
Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Analyst-Equity | 2011-05-31 |
Training of Sherwin Soo
University of Pennsylvania | Undergraduate Degree |
The Wharton School of the University of Pennsylvania | Undergraduate Degree |
MIT Sloan School of Management | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Neuberger Berman BD LLC
Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Finance |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Finance |
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