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Ted Chang
Portfolio Manager-Equities at Conestoga Capital Advisors LLC
Profile
Mr. Ted Chang, CFA MBA, is a Partner at Conestoga Capital Advisors LLC.
He joined Conestoga in June 2020 and serves as Co-Portfolio Manager for the firm's Mid Cap Growth strategy and the Conestoga Mid Cap Fund, as well as a Research Analyst across all of the firm's investment strategies.
Prior to Conestoga, he was employed by Thornburg Investment Management and 300 North Capital.
He is a graduate of the University of California, Los Angeles.
He also holds an MBA from the University of Southern California's Marshall School of Business and is a CFA Charterholder.
Ted Chang active positions
Companies | Position | Start |
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Conestoga Capital Advisors LLC
![]() Conestoga Capital Advisors LLC Investment ManagersFinance Conestoga Capital Advisors LLC (CCA) is an independent, SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was co-founded in 2001 by William "Bill" Martindale, Jr., Robert "Bob” Mitchell, Duane R. D’Orazio and W. Christopher “Chris” Maxwell. CCA offers investment management services on a discretionary or non-discretionary basis to separately managed accounts and mutual funds. | Portfolio Manager-Equities | 2020-05-31 |
Former positions of Ted Chang
Companies | Position | End |
---|---|---|
Thornburg Investment Management, Inc.
![]() Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Portfolio Manager-Equities | 2020-05-31 |
Zurich Financial Services /Javelin Fund Business/ | Corporate Officer/Principal | - |
300 North Capital LLC
![]() 300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Corporate Officer/Principal | - |
Training of Ted Chang
University of Southern California | Masters Business Admin |
University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 4 |
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Thornburg Investment Management, Inc.
![]() Thornburg Investment Management, Inc. Investment ManagersFinance Thornburg Investment Management, Inc. (Thornburg) is a privately-held, SEC-registered investment advisor headquartered in Santa Fe, New Mexico. The firm was founded by H. Garrett Thornburg in 1982. Thornburg provides discretionary portfolio management and investment services to a number of client types, including: Thornburg Investment Trust, registered investment companies as to which Thornburg is a sub-adviser, separate accounts for institutional clients and private clients, wrap fee accounts of sponsored program accounts, unified managed account programs, private investment funds and other non-SEC registered investment vehicles. | Finance |
300 North Capital LLC
![]() 300 North Capital LLC Investment ManagersFinance Founded in 1951, 300 North Capital LLC is a registered investment advisor located in Pasadena, California. The firm is a subsidiary of Carriage House Capital LLC. 300 North Capital provides portfolio management services to high net-worth individuals, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, municipalities, private funds, and other U.S. institutions. 300 North Capital evolved from a predecessor firm, Provident Investment Counsel, founded in 1951. Effective January 1, 2013, 300 North Capital's management team acquired its existing business from Old Mutual in a transaction providing the 300 North Capital management team with ownership of all 300 North Capital's shares and providing Old Mutual with economic interest in 300 North Capital that will will terminate over time. | Finance |
Zurich Financial Services /Javelin Fund Business/ | Miscellaneous |
Conestoga Capital Advisors LLC
![]() Conestoga Capital Advisors LLC Investment ManagersFinance Conestoga Capital Advisors LLC (CCA) is an independent, SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was co-founded in 2001 by William "Bill" Martindale, Jr., Robert "Bob” Mitchell, Duane R. D’Orazio and W. Christopher “Chris” Maxwell. CCA offers investment management services on a discretionary or non-discretionary basis to separately managed accounts and mutual funds. | Finance |
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