Shelly Yun Fang Ma
Profile
Ms. Shelly Y.
Ma, CFA MBA, is Senior Investment Analyst at Scout Investments, Inc. She joined the firm in 2002.
She has over 18 years of financial industry experience.
In her role on the firm's international research team, she provides fundamental company research of the consumer staples sector.
Ms. Ma was previously employed as Fixed Income Analyst by Business Mens Assurance Co. of America, Investment Analyst by Haitong Securities Co., Ltd.
(Broker), Portfolio Manager & Research Analyst by Kornitzer Capital Management, Inc., and an Analyst by UMB Bank, NA (Investment Management).
Ms. Ma earned her MBA from the University of Missouri-Kansas City and her Bachelor of Science degree in management of information systems from Shanghai University in China.
She is a CFA charterholder and a member of CFA Society Kansas City as well as the CFA Institute.
Former positions of Shelly Yun Fang Ma
| Companies | Position | End |
|---|---|---|
| Business Mens Assurance Co. of America | Corporate Officer/Principal | 2001-12-30 |
| Haitong Securities Co., Ltd. (Broker) | Corporate Officer/Principal | - |
Kornitzer Capital Management, Inc.
 Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Analyst-Equity | - |
Scout Investments, Inc.
 Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Analyst-Equity | - |
UMB Bank, NA (Investment Management)
 UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Analyst-Equity | - |
Training of Shelly Yun Fang Ma
| Shanghai University | Undergraduate Degree |
| University of Missouri-Kansas City | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 5 |
|---|---|
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Finance |
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Finance |
Scout Investments, Inc.
Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Finance |
| Business Mens Assurance Co. of America | Finance |
| Haitong Securities Co., Ltd. (Broker) | Finance |
- Stock Market
- Insiders
- Shelly Yun Fang Ma
