Profile
Mr. Jeremy C.
Meng, CFA, is an Equity Research Analyst at Oakwood Capital Management LLC (California).
He joined Oakwood Capital Management in 2020.
As an Equity Research Analyst, his responsibilities include the research and analysis of public equities within Oakwood’s Equity Income strategy and providing trade support for the Equity Department.
Prior to joining Oakwood, Mr. Meng worked at Focused Investors LLC, an investment management firm, as an Investment Accountant.
During his 3 years with Focused Investors, he was integral in all aspects of the firm, including performance, trading, and operations.
He received his undergraduate degree from the University of California, Riverside.
He is a CFA Charterholder, and is a member of the CFA Institute and the CFA Society of Los Angeles.
Former positions of Jeremy C. Meng
| Companies | Position | End |
|---|---|---|
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Portfolio Manager-Equities | 2021-07-07 |
Focused Investors LLC
 Focused Investors LLC Investment ManagersFinance Focused Investors LLC (FI) is an independent, SEC-registered investment management firm headquartered in Los Angeles, California. The firm was founded in 2006 by Bruce Veaco. FI manages assets for institutional clients including corporations, employee benefit plans, foundations, and endowments as well as high net-worth individuals. The firm is the general partner for the Focused Investors Fund LP and also advises separately managed accounts. | Corporate Officer/Principal | 2019-12-31 |
Training of Jeremy C. Meng
| University of California, Riverside | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
Focused Investors LLC
Focused Investors LLC Investment ManagersFinance Focused Investors LLC (FI) is an independent, SEC-registered investment management firm headquartered in Los Angeles, California. The firm was founded in 2006 by Bruce Veaco. FI manages assets for institutional clients including corporations, employee benefit plans, foundations, and endowments as well as high net-worth individuals. The firm is the general partner for the Focused Investors Fund LP and also advises separately managed accounts. | Finance |
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