Profile
Mr. Carl Y.
Chern is Founder & Managing Director at Wisdom Path Investors LLC.
Prior to founding Wisdom Path Investors on January 11, 2010, Mr. Chern was employed as Vice President by Washington Trust Investors, an Analyst by Paine Webber Group, Inc., a Senior Analyst by Wilson Capital Management LLC, Investment Specialist by Reich & Tang Asset Management LLC, a Principal by Prudential Investment Management, and a Principal by Reference, Inc.
Mr. Chern graduated with an MBA in Finance and Accounting from Columbia Business School and a BA in Economics from Yale University.
He is a Chartered Financial Analyst.
Former positions of Carl Y. Chern
| Companies | Position | End |
|---|---|---|
Wilson Capital Management LLC
 Wilson Capital Management LLC Investment ManagersFinance Founded by David Stafford Wilson, Wilson Capital Management LLC is a hedge fund headquartered in New York City | Analyst-Equity | 2008-06-29 |
Phoenix Investment Management Co., Inc.
 Phoenix Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Washington Trust Investors, formerly Phoenix Investment Management Co., is an investment advisor located in Providence, Rhode Island. The firm is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). Washington Trust Investors manages assets for individuals and institutions including endowments, pension funds, corporations, and municipalities | Analyst-Equity | 2007-04-29 |
Wisdom Path Investors LLC
 Wisdom Path Investors LLC Investment ManagersFinance Founded in 2010, Wisdom Path Investors LLC is a hedge fund manager located in Whippany, New Jersey. The firm generally provides management supervisory services to individuals and high net-worth individuals. | Founder | - |
Reich & Tang Asset Management LLC
 Reich & Tang Asset Management LLC Investment ManagersFinance Founded in 1970 by Joseph Reich and Oscar Tang, Reich & Tang Asset Management LLC is a registered investment advisor located New York City. The firm is a wholly-owned subsidiary of Natixis Global Asset Management SA, Reich & Tang Asset Management and their wholly-owned subsidiaries, Reich & Tang Distributors, Inc. and Reich & Tang Services, Inc., are collectively referred to Reich & Tang. | Analyst-Equity | - |
The Reference, Inc.
 The Reference, Inc. Miscellaneous Commercial ServicesCommercial Services The Reference, Inc. provides information technology consulting services. The company is based in Cambridge, MA. The Reference was acquired by iGATE Computer Systems Ltd. on May 06, 2003 for $7.50 million. | Corporate Officer/Principal | - |
Training of Carl Y. Chern
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Yale University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Phoenix Investment Management Co., Inc.
Phoenix Investment Management Co., Inc. Investment ManagersFinance Founded in 1988, Washington Trust Investors, formerly Phoenix Investment Management Co., is an investment advisor located in Providence, Rhode Island. The firm is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). Washington Trust Investors manages assets for individuals and institutions including endowments, pension funds, corporations, and municipalities | Finance |
| PaineWebber, Inc. | Finance |
PGIM, Inc.
 PGIM, Inc. Investment ManagersFinance PGIM, Inc. is a SEC-registered investment advisor headquartered in Newark, New Jersey. The firm was founded in 1984 and is a direct subsidiary of PGIM Holding Co. LLC, ultimately owned by Prudential Financial, Inc. (NYSE: PRU). PGIM provides institutional clients with investment solutions worldwide. It is comprised of autonomous asset management businesses each specializing in a particular asset class with a focused investment approach: PGIM Institutional Advisory & Solutions (provides advisory services to institutional clients located in the US and outside of the US), PGIM Fixed Income (an adviser primarily focused on public fixed income investments), PGIM Real Estate (a provider of real estate investment advisory services) and PGIM Capital Group (a private fixed income investment adviser, also known as Prudential Capital Group). | Finance |
The Reference, Inc.
The Reference, Inc. Miscellaneous Commercial ServicesCommercial Services The Reference, Inc. provides information technology consulting services. The company is based in Cambridge, MA. The Reference was acquired by iGATE Computer Systems Ltd. on May 06, 2003 for $7.50 million. | Commercial Services |
Reich & Tang Asset Management LLC
Reich & Tang Asset Management LLC Investment ManagersFinance Founded in 1970 by Joseph Reich and Oscar Tang, Reich & Tang Asset Management LLC is a registered investment advisor located New York City. The firm is a wholly-owned subsidiary of Natixis Global Asset Management SA, Reich & Tang Asset Management and their wholly-owned subsidiaries, Reich & Tang Distributors, Inc. and Reich & Tang Services, Inc., are collectively referred to Reich & Tang. | Finance |
Wilson Capital Management LLC
Wilson Capital Management LLC Investment ManagersFinance Founded by David Stafford Wilson, Wilson Capital Management LLC is a hedge fund headquartered in New York City | Finance |
Wisdom Path Investors LLC
Wisdom Path Investors LLC Investment ManagersFinance Founded in 2010, Wisdom Path Investors LLC is a hedge fund manager located in Whippany, New Jersey. The firm generally provides management supervisory services to individuals and high net-worth individuals. | Finance |
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