Career history of Ivan H. Chan
Former positions of Ivan H. Chan
Companies | Position | Start | End |
---|---|---|---|
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Analyst-Fixed Income | 2011-12-31 | - |
Trading-Equity | 2011-12-31 | - | |
Corporate Officer/Principal | - | 2020-08-31 | |
Trading-Fixed Income | 2011-12-31 | - | |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Corporate Officer/Principal | - | - |
Three Bridge Wealth Advisors LLC
Three Bridge Wealth Advisors LLC Investment ManagersFinance Three Bridge Wealth Advisors LLC (TBWA) is an independent, SEC-registered investment advisor headquartered in Portola Valley, California. The firm was founded in 2009 by Brett Sharkey, Eric Thurber and Fred Molfino. TBWA provides investment advisory services to individual and institutional clients. | Corporate Officer/Principal | - | - |
Training of Ivan H. Chan
University of California | Undergraduate Degree |
Statistics
International
United States | 5 |
Operational
Corporate Officer/Principal | 3 |
Analyst-Fixed Income | 1 |
Trading-Equity | 1 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
---|---|
Sand Hill Global Advisors LLC
Sand Hill Global Advisors LLC Investment ManagersFinance Sand Hill Global Advisors LLC (SHGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Palo Alto, California. The firm was founded in 1982 by Jane Williams. SHGA provides investment management and wealth management services to high net-worth individuals, families, trusts, not-for-profit organizations, pension and profit-sharing plans, limited liability companies, partnerships, corporations, and business entities. | Finance |
Three Bridge Wealth Advisors LLC
Three Bridge Wealth Advisors LLC Investment ManagersFinance Three Bridge Wealth Advisors LLC (TBWA) is an independent, SEC-registered investment advisor headquartered in Portola Valley, California. The firm was founded in 2009 by Brett Sharkey, Eric Thurber and Fred Molfino. TBWA provides investment advisory services to individual and institutional clients. | Finance |
Morgan Stanley Smith Barney Private Management LLC
Morgan Stanley Smith Barney Private Management LLC Investment ManagersFinance Founded in 1999, Morgan Stanley Smith Barney Private Management LLC is a registered investment advisor headquartered in New York City. The firm is a wholly-owned subsidiary of Morgan Stanley Smith Barney Holdings LLC. | Finance |
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