Ken Tsuboi
Chief Investment Officer at McMorgan & Company
- Role
- Chief Investment Officer at McMorgan & Company
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Ken Tsuboi
Investment Manager with strong record of managing portfolios that deliver clients’ required rates of returns. Keen ability in identifying customer objectives and designing financial plans that achieves goals while addressing concerns. Extensive experience as portfolio manager and research analyst in equities, fixed income, and private assets at major investment institutions. Highly effective in building binding relationships by providing indispensable and trusted investment advice. I have worked in small entrepreneurial businesses and in large investment management firms albeit when I started with these companies, they were at a much smaller and earlier point in their lifecycles.
Experience
Chief Investment Officer
Feb 2020 — Present · San Francisco, CA, US
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
UC Berkeley
Bachelor of Arts (B.A.)
Skills
- Bloomberg
- Bonds
- Financial Risk
- Asset Management
- Valuation
- Securities
- Portfolio Management
- Asset Allocation
- Mutual Funds
- Equities
- Hedge Funds
- Fixed Income
- Alternative Investments
- Investments
- Equity Research
- Sales
- Analysis
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