Jian H. Wang
Portfolio Manager-Equities at Morse Asset Management, Inc.
Profile
Mr. Jian H.
Wang is a Principal & Managing Director at Morse Asset Management, Inc.
He was formerly a Managing Director of CG Asset Management LLC.
Prior to that, he was involved in Investment Research and Trading at Evercore Wealth Management as a Vice President.
He has over fifteen years of experience, including seven years as the head trader at the Wall Street Fund and a portfolio manager and Principal at Morse, Williams & Co, Inc. His prior positions include options trading, administrative work at the Mechanical Engineering Department of Tung-Ji University in Shanghai and sales for Siemens, also in Shanghai.
He graduated from Long Island University in 1991 and received an M.B.A.
in Finance from the New York Institute of Technology in 1995.
Jian H. Wang active positions
| Companies | Position | Start |
|---|---|---|
Morse Asset Management, Inc.
 Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Portfolio Manager-Equities | - |
Former positions of Jian H. Wang
| Companies | Position | End |
|---|---|---|
Morse, Williams & Co., Inc.
 Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Analyst-Equity | 21/09/2009 |
Evercore Wealth Management LLC
 Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Analyst-Equity | - |
Siemens Ltd. China
 Siemens Ltd. China Electronics DistributorsDistribution Services Siemens (China) Co., Ltd. is a joint venture company in China. It offers mobile phones & other electronic and comunications gadgets. The company is headquartered in Beijing, CN. | Corporate Officer/Principal | - |
Training of Jian H. Wang
| Long Island University | Undergraduate Degree |
| New York Institute of Technology | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Morse, Williams & Co., Inc.
Morse, Williams & Co., Inc. Investment ManagersFinance Founded in 1981, Morse, Williams & Co. is a registered investment advisor located in New York City. The firm is a subsidiary of Evercore Wealth Management LLC and their ultimate parent is Evercore Partners, Inc. (NYSE: EVR), a New York City-based investment banking firm. Morse, Williams & Co. provides separate account management for tax-exempt institutions and taxable clients. Through an affiliate, they also manage The Wall Street Fund, a mutual fund focused on small- and mid-cap growth stocks. | Finance |
Siemens Ltd. China
Siemens Ltd. China Electronics DistributorsDistribution Services Siemens (China) Co., Ltd. is a joint venture company in China. It offers mobile phones & other electronic and comunications gadgets. The company is headquartered in Beijing, CN. | Distribution Services |
Morse Asset Management, Inc.
Morse Asset Management, Inc. Investment ManagersFinance Morse Asset Management, Inc. (MAM) is an independent registered investment advisor and wealth manager headquartered in Darien, Connecticut. The firm was established to pursue investment strategies of Balanced Management and Equity management. MAM provides advisory and investment supervision to charitable organizations, foundations, endowments, pension and profit-sharing plans, trusts, estates and high net worth individuals. | Finance |
Evercore Wealth Management LLC
Evercore Wealth Management LLC Investment ManagersFinance Evercore Wealth Management LLC (Evercore Wealth) is a wealth management firm and SEC-registered investment advisor headquartered in New York City. The firm was founded by Jeffrey Maurer and Christopher Zande in 2008. They are majority owned by Evercore Partners Services East LLC, an indirect subsidiary of Evercore, Inc. (NYSE: EVR). Evercore Wealth provides discretionary and non-discretionary investment advisory services to individuals and institutional clients. They also provide services to a registered investment company, the Evercore Equity Fund (EWMCX), and investment sub-advisory services to an insurance dedicated fund, the SALi Multi-Series Fund, LP. | Finance |
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