David Chaohsiang Zee

Finance

Consumer Services

Profile

Mr. David Zee, CFA MBA, is a Vice President at Wilshire Associates, Inc. He has more than 20 years of industry experience and his research coverage is primarily focused on core/core plus and long-duration fixed income.
Prior to joining Wilshire Associates in 2013, Mr. Zee spent seven years as a portfolio manager with Payden & Rygel Investment Management where he co-managed a top-down global equity strategy, which utilized derivatives, futures, swaps, fixed income securities, and optimized baskets of stocks to gain active exposures.
While at Payden & Rygel, he created and monitored multivariate factor models based on global macroeconomic and fundamental data and conducted scenario analysis to understand and forecast portfolio performance Mr. Zee began his career as a portfolio manager and equity research analyst at Wells Fargo where he managed $500 million in fixed-income and balanced accounts for fiduciary trust and private bank high net worth clients.
Mr. Zee earned his BS from the University of California, San Diego, and holds an MBA from Loyola Marymount University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles.

Former positions of David Chaohsiang Zee

Companies	Position	End
The Payden & Rygel Investment Group	Corporate Officer/Principal	2012-12-30
Wells Fargo Clearing Services LLC Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs.	Corporate Officer/Principal	-
Wilshire Advisors LLC Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide.	Analyst-Equity	-

See the detail of David Chaohsiang Zee's experience

Training of David Chaohsiang Zee

Loyola Marymount University	Masters Business Admin
University of California San Diego	Undergraduate Degree

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