Christine Yee

Portfolio Manager at Bingham, Osborn & Scarborough LLC

Christine Yee

Christine Yee

Portfolio Manager at Bingham, Osborn & Scarborough LLC

Overview
RelSci Relationships

453

Relationships
RelSci Relationships are individuals Christine Yee likely has professional access to. A relationship does not necessarily indicate a personal connection.

Founder at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Managing Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

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

Relationship likelihood: Strong

Partner/Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Director of Financial Planning at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Principal & Portfolio Manager at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Principal at Bingham, Osborn & Scarborough LLC

Relationship likelihood: Strong

Paths to Christine Yee
Potential Connections via
Relationship Science
You
Christine Yee
Portfolio Manager at Bingham, Osborn & Scarborough LLC
Education
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.

Other Affiliations