![Faith Y. Tsao](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Prior to joining Atlantic Trust, Ms. Tsao served as a Senior Analyst with Strategic Advisers Inc. of Fidelity Investments where she was responsible for providing comprehensive ongoing research and investment recommendations for both proprietary and non-proprietary mutual funds.
Previously, she served as a Fund Analyst with Fidelity Management and Research Company where she provided senior management as well as institutional and retail clients with detailed analytics and reporting on financial markets, portfolio performance and investment strategies of proprietary funds.
She began her career in the financial services industry as an Associate with PanAgora Asset Management.
Ms. Tsao is currently a member of the CFA Institute (formerly AIMR) and the Boston Security Analysts Society (BSAS).
She earned a BA in Economics from Wellesley College and an MBA from Boston University Graduate School of Management, both with honors.
Additionally, she holds the Chartered Financial Analyst designation and NASD series 6 and 63 securities licenses.
Former positions of Faith Y. Tsao
| Companies | Position | End |
|---|---|---|
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Portfolio Manager-Equities | 01/06/2009 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
71
1st degree connections
1
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
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