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 @
- 2013 -2023 Managing Director | Head of Investment Manager Research @
- 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 @
- 1996 -1998 Auditor | Financial Services Industry Group @
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
- Envestnet | Tamarac Advisor XI & Rebalancing
- Microsoft Office
- Investments
- Mutual Funds
- ETFs
- Envestnet | Tamarac Advisor Xi and Rebalancing
- Strategy
- Customer Service
- Research
- Public Speaking
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 2 emails and 1 mobile phone numbers on RocketReach.
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