Wesley Lim

Principal, Analyst and Portfolio Manager

For over five years Wesley Lim has been working in different jobs. Recently, this expert worked as a Principal, Analyst and Portfolio Manager in Cooke & Bieler, L.p. developing different skills. This person graduated from The Wharton School in 2018 where this professional received all the necessary knowledge and skills. This expert has all required skills and knowledge for his job, that is proven by these certifications in Chartered Financial Analyst (Cfa) Charterholder, Cfa Institute, and Passed All Three Levels of the Cfa Program and May Be Awarded the Charter Upon Completion of the Required Work Experience.. This expert is fluent in two languages: English and Mandarin. You can find this professional in Philadelphia, Pennsylvania, where he lives nowadays. SoftwareOfficial has all the personal info you need to connect Wesley Lim, such as Wesley Lim's phone number or email address. Feel free to send us the request to get more info.
Name variants:
Wes Lim
Last updated Jun 25, 2024

Contact Information

Last Update
Jul 8, 2022
Email
wl**@cooke-bieler.com, we**@gmail.com, we**@gmail.com
Location
Philadelphia, PA

Workplace

Cooke & Bieler, L.P.
Principal, Analyst and Portfolio Manager

Philadelphia, PA

Industry

Investment Management

Work History

Principal, Analyst and Portfolio Manager

1700 Market St SUITE 3222, Philadelphia, PA 19103
Coverage: technology Cooke & Bieler manages ~$6b in US equities across large, mid, small, and all-cap value strategies
from Aug 2018

Summer Equity Research Associate

1700 Market St SUITE 3222, Philadelphia, PA 19103
Conducted independent fundamental research on data communication and aftermarket auto retail sectors. Cooke & Bieler manages ~$6b in domestic equities across large, mid, small, and all-cap v...
May 2017 — Aug 2017

Senior Assistant Director

Apr 2014 — Jun 2016

Assistant Director

Jul 2013 — Apr 2014

Assistant Director

Jul 2010 — Sep 2011

Executive

Jul 2009 — Jun 2010

Occupations

Professor
School Principal
Financial Broker
Portfolio Manager
Analyst
Scientist
Research Associate
School Administrator
Educational Manager
Investment Analyst
Financial Analyst
Analysts
Research Specialist
Research Scientist

Skills

Project Management
Research
Policy
Data Analysis
Analysis
Management
Economics
Financial Modeling
Strategy
Strategic Planning
Analytical Skills
Public Policy
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