John Cheng Email & Phone Number
Director of Investment Optimization and Risk | Advice and Guidance @ Edward Jones
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John Cheng Location
- St. Louis, MO, US
John Cheng Work
- Director of Investment Optimization and Risk | Advice and Guidance @ (November 2022 - Present)
- Director of Investment Risk | Advice and Guidance @ (January 2019 - August 2025)
- Senior Investment Risk Consultant | Equity and Multi-Asset Strategies @ (January 2014 - January 2019)
- Portfolio Manager | Head of Internal Portfolio Management | Investment Division @ (January 2012 - December 2013)
- Principal | Asset Allocation and Manager Research @ Mulberry Capital Management LLC (January 2010 - January 2012)
- Principal | Portfolio Manager | Alpha Strategies Group @ (January 2000 - January 2009)
- Director of Investment Risk | Private Wealth and Investment Management @ (September 2025 - Present)
- Portfolio Manager | Head of Internal Portfolio Management | Investment Division @ (January 2012 - January 2013)
- Principal | Portfolio Manager | Alpha Strategies Group @ (January 2000 - December 2009)
- Director of Investment Risk | Advice and Guidance @ (January 2019 - January 2023)
- Senior Investment Risk Consultant | Equity and Multi-Asset Strategies @ (January 2014 - December 2019)
- Principal | Asset Allocation and Manager Research @ Mulberry Capital Management LLC (January 2010 - December 2012)
- Principal | Senior Portfolio Manager | Asset Allocation and Manager Research @ Mulberry Capital Management LLC (January 2010 - January 2012)
John Cheng Education
- University of California, Santa Cruz
Bachelor of Arts (B.A.) (Global Economics (with Honors))
John Cheng Skills
- Alternative Investments
- Leadership
- Portfolio Optimization
- Equity Valuation
- Fixed Income
- Cross Functional Team
- Risk Modeling
- Valuation
- Portfolio Management
- Financial Modeling
- Capital Markets
- Performance Attribution
- Derivatives
- Investments
- Bloomberg
- Financial Risk
- Team Management
- Team Leadership
- Finance
- Asset Allocation
- Tactical Asset Allocation
- Asset Managment
- Strategy
- Equities
- Financial Services
- Mutual Funds
- Global Investment Management
- Wealth Management
- Equity Research
- Futures Trading
- Microsoft Office
- Tactical Asset
- Investment Strategies
- Index Funds
- Risk Management
- Asset Management
- Global Tactical Asset
- Cross Functional Team Leadership
- Indexing
- Financial Analysis
- Pension Funds
- Quantitative Finance
- Global Investment
- Management
- Project Management
- Due Diligence
- Trading
- Unix
- Global Tactical Asset Allocation
- Securities
- Hedge Funds
- Investment Management
- Equity Trading
- Financial Markets
- Investment Risk
- Supervisory Skills
- Rebalancing
John Cheng Summary
- John Cheng, based in St. Louis, MO, US, is currently a Director of Investment Optimization and Risk | Advice and Guidance at Edward Jones. John Cheng brings experience from previous roles at Edward Jones, Franklin Templeton, CalSTRS and Mulberry Capital Management LLC. John Cheng holds a Bachelor of Arts (B.A.) in Global Economics (with Honors) @ University of California, Santa Cruz. With a robust skill set that includes Alternative Investments, Leadership, Portfolio Optimization, Equity Valuation, Fixed Income and more. John Cheng has 3 emails and 2 mobile phone numbers on RocketReach.
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