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Christine Yee

Portfolio Manager at Bingham, Osborn & Scarborough LLC
Overview
Relationships
Paths
Education
Career History

Christine Yee

Portfolio Manager at Bingham, Osborn & Scarborough LLC

Overview

Number of Relationships
This person is connected to 454 people.

Relationships See Details


Founder at Bingham, Osborn & Scarborough LLC

Principal & Chief Investment Officer at Bingham, Osborn & Scarborough LLC

Managing Principal at Bingham, Osborn & Scarborough LLC

Managing Principal, Chief Operating Officer at Bingham, Osborn & Scarborough LLC

Partner/Principal at Bingham, Osborn & Scarborough LLC

Director of Financial Planning at Bingham, Osborn & Scarborough LLC

Principal at Bingham, Osborn & Scarborough LLC

Principal & Portfolio Manager at Bingham, Osborn & Scarborough LLC

Principal at Bingham, Osborn & Scarborough LLC

Principal at Bingham, Osborn & Scarborough LLC
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Educational Background

BS in Business Administration 
San Francisco State University was established in 1899 as a teacher-training school. SF State has been known for its commitment to excellent teaching. Students work closely with senior professors and other instructors from freshman year through graduation. Trained in some of the finest institutions in the world, faculty members include winners of prestigious teaching awards, cutting-edge researchers, and professionals devoted to solving community problems.

Career History

Portfolio Manager
2005 - Current
Bingham, Osborn & Scarborough's (BOS) investment approach starts with careful consideration of each client's financial goals, constraints, and risk tolerance. The firm then develops tailored investment strategies with the goals of generating competitive long-term returns and moderating risk. They prefer low-cost investment vehicles and emphasize an investment selection process that avoids conflicts-of-interest. BOS diversifies portfolios among major investment markets that may include: U.S. dollar cash instruments; high-quality short to intermediate term U.S. dollar bonds and notes; foreign bonds and notes; specialty U.S. common stocks such as technology and real estate; large company U.S. common stocks; small company U.S. common stocks; foreign stocks (including emerging markets); and commodities (including precious metals such as gold and silver).In general, when BOS recommends the purchase of securities, they recommend purchases of managed portfolios, such as mutual funds, ETFs, fixed/variable annuities, and separately managed accounts of individual stocks or bonds (e.g., Breckinridge Capital Advisers, SNW Asset Management, Aperio Group). BOS may recommend alternative investments, such as limited partnerships, private placements and hedge funds, although they are not the predominant portion of BOS-managed client portfolios.
Product Analyst & Project Manager in the Investment Analytics Group
Prior
Thomcorp Holdings, Inc. provided information, news, and technology solutions to the financial community. The company was founded in 1980 and was headquartered in New York City, NY.
Professional
Prior
Wells Fargo Bank, N.A is a primary U.S. operating subsidiary of Wells Fargo & Company. Wells Fargo Bank designates its main office as Sioux Falls, South Dakota.
Account Management & Client Service
Prior
Captaris, Inc. provides computer software products that automate document-centric business processes. Its document capture, recognition, classification, and routing products include Single Click Entry, which is designed to reduce human error and increase productivity for various applications. The company sells its products through an indirect channel of resellers & distributors, system integrators, strategic partnerships, original equipment manufactures and private label agreements, as well as through its enterprise sales team and national account managers. Captaris markets its products in the United States, Canada, Europe, and the Asia Pacific. The company was founded in 1982 and is headquartered in Bellevue, WA.

Other Affiliations

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