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Cheryl Hua
Profile
Ms. Cheryl Hua, CFA MBA, is Senior Managing Director at Gray Financial Group, Inc.
Prior to joining Gray Financial in 2010, Ms. Hua led the effort in manager due diligence and portfolio management at the Manager of Managers division of United Investment Managers, and had been engaged in equity research in multiple sectors and industries at Mesirow Financial, Profit Investment Management/The Kenwood Group, and Holland Capital Management.
She has more than 12 years of experience in investment industry.
Ms. Hua holds an MBA in Finance from the Illinois Institute of Technology, and a Bachelor of Arts degree in International Business from Shanghai International Studies University.
She has earned the right to use the Chartered Financial Analyst designation, is a member of the CFA Society of Chicago and the CFA Institute.
Former positions of Cheryl Hua
Companies | Position | End |
---|---|---|
United Investment Managers
![]() United Investment Managers Investment ManagersFinance Part of United Investment Managers /Taylor/, United Investment Managers provides asset management services. The company is based in Chicago, IL. United Investment Managers was acquired by United Investment Managers /Taylor/ on September 23, 2009. | Corporate Officer/Principal | 2009-12-30 |
Gray Financial Group, Inc.
![]() Gray Financial Group, Inc. Investment ManagersFinance Founded in 1991, Gray Financial Group, Inc. is a registered investment advisor located in Atlanta, Georgia with a satellite research office in Chicago, Illinois. The firm provides consulting advisory services primarily to pension and profit sharing plans, state or municipal government entities, endowments, private foundations, corporations, Taft-Hartley Plans and Trusts. Clients of Gray Financial's Manager of Managers, Outsourced CIO Program, and Direct Investment Managed Accounts may include pension plans (corporate, state and foreign), sovereign wealth funds, endowments, foundations, banks, trusts, estates or charitable organizations, and corporate or business entities. The firm also provides discretionary management and advisory services to affiliated Funds directly, subject to the direction and control of the general partner of the affiliated fund. Investors in the affiliated funds may include high net-worth individuals, pension plans (corporate, state and foreign), sovereign wealth funds, endowments, foundations, banks, pooled investment vehicles (e.g., funds-of-funds), trusts, estates or charitable organizations and corporate or business entities. | Portfolio Manager-Equities | - |
Holland Capital Management LLC
![]() Holland Capital Management LLC Investment ManagersFinance Founded in 1991, Holland Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm offers US Equity Large-Cap Growth and US Equity Mid-Cap Growth services on a discretionary basis to separate accounts directly and, through sub-advisory services, to funds registered under the 1940 Act and to accounts available through various wrap programs. Holland Capital also has an agreement to provide non-discretionary services as a third party model provider. Their clients consist of high net worth individuals, investment companies, pension and profit sharing plans, state, county and municipal government entities, unions, endowments, foundations and corporations. | Analyst-Equity | 2004-03-30 |
Profit Investment Management LLC
![]() Profit Investment Management LLC Investment ManagersFinance Profit Investment Management LLC (dba Profit Investments) is an independent registered investment advisor and mutual fund manager headquartered in Rockville, Maryland. The firm was founded by Eugene A. Profit in 1996 as Investor Resources Group LLC. Profit Investments manages large-cap, small-cap and socially responsible portfolios for institutional clients. All products are also available for separate accounts. Large-cap is their flagship product that was introduced in 1996. | Analyst-Equity | 2008-03-29 |
The Kenwood Group, Inc.
![]() The Kenwood Group, Inc. Investment ManagersFinance The Kenwood Group, Inc., established in 1989, is a Chicago-based registered investment adviser that offers equity management services. | Analyst-Equity | 2007-03-30 |
Training of Cheryl Hua
Illinois Institute of Technology | Masters Business Admin |
Shanghai International Studies University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 5 |
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Holland Capital Management LLC
![]() Holland Capital Management LLC Investment ManagersFinance Founded in 1991, Holland Capital Management LLC is a registered investment advisor located in Chicago, Illinois. The firm offers US Equity Large-Cap Growth and US Equity Mid-Cap Growth services on a discretionary basis to separate accounts directly and, through sub-advisory services, to funds registered under the 1940 Act and to accounts available through various wrap programs. Holland Capital also has an agreement to provide non-discretionary services as a third party model provider. Their clients consist of high net worth individuals, investment companies, pension and profit sharing plans, state, county and municipal government entities, unions, endowments, foundations and corporations. | Finance |
The Kenwood Group, Inc.
![]() The Kenwood Group, Inc. Investment ManagersFinance The Kenwood Group, Inc., established in 1989, is a Chicago-based registered investment adviser that offers equity management services. | Finance |
Profit Investment Management LLC
![]() Profit Investment Management LLC Investment ManagersFinance Profit Investment Management LLC (dba Profit Investments) is an independent registered investment advisor and mutual fund manager headquartered in Rockville, Maryland. The firm was founded by Eugene A. Profit in 1996 as Investor Resources Group LLC. Profit Investments manages large-cap, small-cap and socially responsible portfolios for institutional clients. All products are also available for separate accounts. Large-cap is their flagship product that was introduced in 1996. | Finance |
United Investment Managers
![]() United Investment Managers Investment ManagersFinance Part of United Investment Managers /Taylor/, United Investment Managers provides asset management services. The company is based in Chicago, IL. United Investment Managers was acquired by United Investment Managers /Taylor/ on September 23, 2009. | Finance |
Gray Financial Group, Inc.
![]() Gray Financial Group, Inc. Investment ManagersFinance Founded in 1991, Gray Financial Group, Inc. is a registered investment advisor located in Atlanta, Georgia with a satellite research office in Chicago, Illinois. The firm provides consulting advisory services primarily to pension and profit sharing plans, state or municipal government entities, endowments, private foundations, corporations, Taft-Hartley Plans and Trusts. Clients of Gray Financial's Manager of Managers, Outsourced CIO Program, and Direct Investment Managed Accounts may include pension plans (corporate, state and foreign), sovereign wealth funds, endowments, foundations, banks, trusts, estates or charitable organizations, and corporate or business entities. The firm also provides discretionary management and advisory services to affiliated Funds directly, subject to the direction and control of the general partner of the affiliated fund. Investors in the affiliated funds may include high net-worth individuals, pension plans (corporate, state and foreign), sovereign wealth funds, endowments, foundations, banks, pooled investment vehicles (e.g., funds-of-funds), trusts, estates or charitable organizations and corporate or business entities. | Finance |
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