Tracy Zhao
Portfolio Manager-Fixed Income at Wellington Square Advisors, Inc.
Tracy Zhao active positions
| Companies | Position | Start | End |
|---|---|---|---|
Wellington Square Advisors, Inc.
 Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards. | Portfolio Manager-Fixed Income | 2021-04-30 | - |
| Analyst-Fixed Income | 2020-04-30 | 2021-04-30 |
Career history of Tracy Zhao
Former positions of Tracy Zhao
| Companies | Position | Start | End |
|---|---|---|---|
IA Clarington Investments, Inc.
 IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments. | Corporate Officer/Principal | 2018-06-30 | 2020-04-30 |
Training of Tracy Zhao
| McGill University | Undergraduate Degree |
Statistics
International
| Canada | 4 |
Operational
| Analyst-Fixed Income | 1 |
| Portfolio Manager-Fixed Income | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Wellington Square Advisors, Inc.
Wellington Square Advisors, Inc. Investment ManagersFinance Wellington Square Advisors is a private company that specializes in providing innovative fixed income strategies with a focus on leveraged credit. The company is based in an undisclosed location. The Canadian company manages retail and institutional funds and have won multiple awards. | Finance |
IA Clarington Investments, Inc.
IA Clarington Investments, Inc. Investment ManagersFinance IA Clarington Investments, Inc. (IA Clarington) is a Canadian investment management firm headquartered in Toronto, Ontario. The firm was founded in 1999 and is a wholly owned subsidiary of Industrial Alliance Insurance and Financial Services, Inc., owned by iA Financial Corp., Inc. (TSX: IAG). IA Clarington offers individual investors, through their advisors, a wide range of investment solutions such as actively managed mutual funds, portfolio solutions, Active ETF Series and socially responsible investments. | Finance |
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