![Cindy Wan](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
Cindy Wan formerly worked at NorthStar Asset Management, Inc., as Senior Financial Metrics Research Analyst from 2017 to 2021.
Ms. Wan received her graduate degree in 2010 from Clark University and undergraduate degree in 2008 from Southwestern University.
Former positions of Cindy Wan
| Companies | Position | End |
|---|---|---|
NorthStar Asset Management, Inc.
 NorthStar Asset Management, Inc. Investment ManagersFinance NorthStar centers their research, thinking, and activism around five core areas that inform how they view the world: racial justice and gender equity, economic inequality, human rights, environmental justice, and corporate governance. The firm examines potential opportunities in multiple asset classes to be included in their portfolios, with the goal of allowing clients to invest assets to achieve their financial objectives with a deep awareness of their social impact. The percentage allocation to each investment is based on a combination of the individual needs of the client and the firm’s market and strategic outlook. They adjust a client’s asset allocation based on their current economic analysis and their liquidity needs and investment horizon. | Analyst-Equity | 31/10/2021 |
Training of Cindy Wan
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
11
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Clark University
 Clark University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Southwestern University
 Southwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
NorthStar Asset Management, Inc.
NorthStar Asset Management, Inc. Investment ManagersFinance NorthStar centers their research, thinking, and activism around five core areas that inform how they view the world: racial justice and gender equity, economic inequality, human rights, environmental justice, and corporate governance. The firm examines potential opportunities in multiple asset classes to be included in their portfolios, with the goal of allowing clients to invest assets to achieve their financial objectives with a deep awareness of their social impact. The percentage allocation to each investment is based on a combination of the individual needs of the client and the firm’s market and strategic outlook. They adjust a client’s asset allocation based on their current economic analysis and their liquidity needs and investment horizon. | Finance |
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