Frederick Cheung Email & Phone Number

Managing Director | J.P. Morgan Wealth Management - Strategic Initiatives @ J.P. Morgan

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Frederick Cheung Location

New York, NY, US

Frederick Cheung Work

2023 - now Managing Director | J.P. Morgan Wealth Management - Strategic Initiatives @ J.P. Morgan
2013 - 2023 Managing Director | Head of Investment Manager Research @ First Republic Private Wealth Management
2009 - 2012 Chief Investment Officer | Director of Portfolio Management @ HT Partners, LLC

2006 - 2009 Senior Portfolio Analyst @ Sontag Advisory, LLC
2003 - 2006 Vice President | Open Architecture Platfrom @ U.S. Trust Company
2001 - 2003 Vice President | Family Wealth | Investment Strategy Group @ U.S. Trust Company
1999 - 2000 Investment Consulting | CTC Consulting @ U.S. Trust Company
1998 - 1999 Tax Accountant @ BDO
View Department
1996 - 1998 Auditor | Financial Services Industry Group @ Deloitte

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Frederick Cheung Education

Dickinson College
Bachelor of Arts (B.A.) (Economics)
The Wharton School
(Executive Leadership Program)
Babson F.W. Olin Graduate School of Business
(Accounting and Finance)

Frederick Cheung Skills

Financial Services
Financial Advice
Investment Solutions

Alpha Generation
Investment Strategies
Asset Allocation
Bloomberg
Morningstar Direct
Zephyr Style Advisor
Factset

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Frederick Cheung Summary

Frederick Cheung, based in New York, NY, US, is currently a Managing Director | J.P. Morgan Wealth Management - Strategic Initiatives at J.P. Morgan. Frederick Cheung brings experience from previous roles at First Republic Private Wealth Management, HT Partners, LLC, Sontag Advisory, LLC and U.S. Trust Company. Frederick Cheung holds a Bachelor of Arts (B.A.) in Economics @ Dickinson College. With a robust skill set that includes Financial Services, Financial Advice, Investment Solutions, Alpha Generation, Investment Strategies and more. Frederick Cheung has 4 emails and 1 mobile phone numbers on RocketReach.

Frederick Cheung Emails

Found 4 emails

Frederick Cheung Phone Numbers

Found 4 phone numbers

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Others Named Frederick Cheung

Frederick Cheung

Managing Director | J.P. Morgan Wealth Management - Strategic Initiatives at J.P. Morgan

New York, NY, US
4
- jpmorgan.com
- pb.jpmorgan.com
- mcw.jpmorgan.com
- gmail.com
4
- +1 516-873-XXXX
- +1 516-627-XXXX
- +1 917-972-XXXX
- +1 212-259-XXXX
Freddy Cheung

Food and Beverage Manager at Kowloon Shangri-La Hong Kong

Hong Kong
2
- shangri-la.com
- gmail.com
2
- +852 2733 XXXX
- +1 212-259-XXXX
Frederick Cheung

Lecturer at University of San Diego - Knauss School of Business

San Diego, CA, US
4
- gmail.com
- sandiego.edu
- kp.org
- kaiserpermanente.org
4
- +1 619-583-XXXX
- +1 619-287-XXXX
- +1 619-318-XXXX
- +1 619-512-XXXX
Freddy Cheung

Account Manager at Bay Street Staffing Group

Toronto, ON, CA
2
- baystreetstaffing.com
- gmail.com
Frederick Cheung

Manager at The Prudential Assurance Co. Ltd.

Hong Kong
2
- prudential.com.hk
- prudential.com
Frederick Cheung

Director, Real Estate Finance at Caisse de dépôt et placement du Québec (CDPQ)

Toronto, ON, CA
1
- lacaisse.com

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