Cercano Management
Bill Wang, CFA is a Portfolio Manager/Analyst at Cercano Management with experience in financial analysis and investment management. Bill previously worked as an Investment Trading Analyst at Vulcan Capital and as a Finance Administration Coordinator at Asian American Christian Fellowship. Bill also has experience in procurement financial analysis at Boeing and has a Bachelor of Business Administration in Finance from the University of Washington. Bill's roles have involved budgeting, financial support, and team coordination, showcasing their diverse skills in finance and organization.
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Cercano Management
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Cercano Management LLC is an SEC-registered investment adviser based in Bellevue, WA that provides investment advisory and other services to ultra-high-net-worth individuals and their families as well as their family foundations, charitable organizations and other related entities.