Calvin Bui Email
Associate Portfolio Manager @ EP Wealth Advisors
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Calvin Bui Location
- Torrance, CA, US
Calvin Bui Work
- Associate Portfolio Manager @ (July 2021 - Present)
- Operation Associate @ (March 2020 - July 2021)
- BSA and AML Analyst @ (March 2019 - November 2019)
- Head of Economic and Asset Allocation @ (January 2017 - April 2018)
- Logistics and Operation Lead @ ZIRX (April 2015 - January 2018)
Calvin Bui Education
- California State University, Fullerton
Bachelor’s Degree (Finance, Computer Science)
2014-2018
Calvin Bui Skills
- Asset Allocation
- Asset Management
- Bloomberg
- C++
- Finance
- Financial Analysis
- Financial Modeling
- Fund Management
- JavaScript
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Portfolio Management
- Programming
- Security Analysis (Securities)
- Wealth Management Services
Calvin Bui Summary
- Calvin Bui, based in Torrance, CA, US, is currently a Associate Portfolio Manager at EP Wealth Advisors. Calvin Bui brings experience from previous roles at EP Wealth Advisors, Royal Business Bank, CSUF Student Managed Investment Fund and ZIRX. Calvin Bui holds a 2014 - 2018 Bachelor’s Degree in Finance, Computer Science @ California State University, Fullerton. With a robust skill set that includes Asset Allocation, Asset Management, Bloomberg, C++, Finance and more. Calvin Bui has 1 emails on RocketReach.
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