Rebecca Yin Wei
Analyst-Equity at Deschutes Portfolio Strategy LLC
Profile
Ms. Rebecca Y.
Wei, CFA, is a Performance & Research Analyst at Deschutes Portfolio Strategy LLC.
She joined the firm in 2013 and specializes in performance and research-related analysis and reporting.
She carries over 9 years of experience in the field.
Her previous experience involved a position at Pension Consulting Alliance, Inc., a firm focused on providing consulting services to large public defined-benefit plans.
She received her undergraduate degree from UCLA and her Certificate in Performance Measurement and CFA charter from the CFA Institute.
Rebecca Yin Wei active positions
| Companies | Position | Start |
|---|---|---|
Deschutes Portfolio Strategy LLC
 Deschutes Portfolio Strategy LLC Investment ManagersFinance Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | Analyst-Equity | 2012-12-31 |
Former positions of Rebecca Yin Wei
| Companies | Position | End |
|---|---|---|
Pension Consulting Alliance, Inc.
 Pension Consulting Alliance, Inc. Investment ManagersFinance Pension Consulting Alliance, Inc. operates as an investment consulting firm. The company was founded on June 28, 2007 and is headquartered in Portland, OR. | Corporate Officer/Principal | - |
Training of Rebecca Yin Wei
| University of California, Los Angeles | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Pension Consulting Alliance, Inc.
Pension Consulting Alliance, Inc. Investment ManagersFinance Pension Consulting Alliance, Inc. operates as an investment consulting firm. The company was founded on June 28, 2007 and is headquartered in Portland, OR. | Finance |
Deschutes Portfolio Strategy LLC
Deschutes Portfolio Strategy LLC Investment ManagersFinance Deschutes Portfolio Strategy LLC, dba Matisse Capital (Matisse), is an independent, SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Bryn Torkelson in 1997. Matisse serves as the investment manager of Matisse Funds, which includes two publicly traded open-ended mutual funds. The firm separately provides fee-based investment advisory and consulting services to individuals, employers, and nonprofits. | Finance |
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