Career history of Jeremy C. Meng
Former positions of Jeremy C. Meng
| Companies | Position | Start | End |
|---|---|---|---|
Oakwood Capital Management LLC (California)
 Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Portfolio Manager-Equities | 01/02/2020 | 08/07/2021 |
Focused Investors LLC
 Focused Investors LLC Investment ManagersFinance Focused Investors LLC (FI) is an independent, SEC-registered investment management firm headquartered in Los Angeles, California. The firm was founded in 2006 by Bruce Veaco. FI manages assets for institutional clients including corporations, employee benefit plans, foundations, and endowments as well as high net-worth individuals. The firm is the general partner for the Focused Investors Fund LP and also advises separately managed accounts. | Corporate Officer/Principal | 01/10/2016 | 01/01/2020 |
Training of Jeremy C. Meng
| University of California, Riverside | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Oakwood Capital Management LLC (California)
Oakwood Capital Management LLC (California) Investment ManagersFinance Oakwood Capital Management LLC (Oakwood) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded in 1998 and is a subsidiary of Wealth Enhancement Group LLC, which is owned by WEG Holdings LLC. Oakwood provides discretionary investment management services to individuals, high net-worth individuals, trusts, estates, charitable organizations, banks, corporations, IRA accounts, 401(k) plans, pension and profit-sharing plans, foundations, endowments, municipalities, and trusts. | Finance |
Focused Investors LLC
Focused Investors LLC Investment ManagersFinance Focused Investors LLC (FI) is an independent, SEC-registered investment management firm headquartered in Los Angeles, California. The firm was founded in 2006 by Bruce Veaco. FI manages assets for institutional clients including corporations, employee benefit plans, foundations, and endowments as well as high net-worth individuals. The firm is the general partner for the Focused Investors Fund LP and also advises separately managed accounts. | Finance |
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