Karen Yuen Ma
Portfolio Manager-Equities at Williams Jones Wealth Management LLC
Profile
Ms. Karen Y.
Ma is a Partner at Williams Jones Wealth Management LLC.
Prior to joining the Firm in 2006, Ms. Ma was an Equity Analyst at Olayan America, the U.S.
arm of the Olayan Group, a private, international, family investment entity, from 2002 to 2006 and worked as an Investment Portfolio Associate at Eagle Growth Investors from 2000 to 2002.
She earned Bachelor of Arts degrees in Political Science and Finance from the University of Buffalo in 2000
Karen Yuen Ma active positions
| Companies | Position | Start |
|---|---|---|
Williams Jones Wealth Management LLC
 Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones Wealth Management LLC (Williams Jones) is a registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2006 by Williams P. Jones, Jr. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Williams Jones provides portfolio management services on a fee-only basis to high-net-worth individuals, pooled investment vehicles, corporations, charitable organizations and pension and profit-sharing plans. | Portfolio Manager-Equities | 01/02/2006 |
Former positions of Karen Yuen Ma
| Companies | Position | End |
|---|---|---|
Olayan America Corp.
 Olayan America Corp. Investment ManagersFinance Olayan America Corp (Olayan America) is a private equity subsidiary of The Olayan Group founded in 1971. The firm is headquartered in New York. | Corporate Officer/Principal | 31/12/2005 |
Williams, Jones & Associates LLC
 Williams, Jones & Associates LLC Investment ManagersFinance Founded in 1988, Williams, Jones & Associates LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Williams, Jones & Associates, Inc. They manage investments in equity and fixed-income securities and select outside managers for hedge fund investments. Williams, Jones & Associates provides customized investment management services to individuals, family groups, retirement plans, institutions, trusts, estates and not-for-profit organizations. | Analyst-Equity | - |
Training of Karen Yuen Ma
| The State University of New York | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Williams, Jones & Associates LLC
Williams, Jones & Associates LLC Investment ManagersFinance Founded in 1988, Williams, Jones & Associates LLC is a wealth management firm and registered investment advisor located in New York City. The firm is a subsidiary of Williams, Jones & Associates, Inc. They manage investments in equity and fixed-income securities and select outside managers for hedge fund investments. Williams, Jones & Associates provides customized investment management services to individuals, family groups, retirement plans, institutions, trusts, estates and not-for-profit organizations. | Finance |
Olayan America Corp.
Olayan America Corp. Investment ManagersFinance Olayan America Corp (Olayan America) is a private equity subsidiary of The Olayan Group founded in 1971. The firm is headquartered in New York. | Finance |
Williams Jones Wealth Management LLC
Williams Jones Wealth Management LLC Investment ManagersFinance Williams Jones Wealth Management LLC (Williams Jones) is a registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 2006 by Williams P. Jones, Jr. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Williams Jones provides portfolio management services on a fee-only basis to high-net-worth individuals, pooled investment vehicles, corporations, charitable organizations and pension and profit-sharing plans. | Finance |
- Stock Market
- Insiders
- Karen Yuen Ma
