Kathy Wu's Colleagues at McMorgan & Company
Kathy Wu's Contact Details
HQ
["4157889300"]
["4157889300"]
Location
San Francisco,California,United States
San Francisco,California,United States
Company
McMorgan & Company
McMorgan & Company
Kathy Wu's Company Details
Since its founding in 1969, McMorgan & Company has helped secure the financial future of our clients, while proudly supporting the causes and initiatives they value most.200+ client relationships$11.3 billion in assets*15+ year average client tenure50+ years of proactively supporting client mission statements, causes, and objectives*Data as of December 31, 2021. Numbers may not sum due to roundingThe $11.3 billion includes approximately $7 billion of regulatory assets under management as disclosed in McMorgan's most recently filed form ADV and an additional approximately $4 billion of assets for which McMorgan acts solely as client service agent .
Frequently Asked Questions about Kathy Wu
Kathy Wu currently works for McMorgan & Company.
Kathy Wu's role at McMorgan & Company is Portfolio Accounting Associate.
Kathy Wu's email address is ***@mcmorgan.com. To view Kathy Wu's full email address, please signup to ConnectPlex.
Kathy Wu works in the Investment Management industry.
Kathy Wu's colleagues at McMorgan & Company are Hannah Gabaldon, Frances Hsu, Ken Tsuboi, Ryan Ross, Scott Larson, Stephen Ghiselli, Mark Taylor and others.
Kathy Wu's phone number is ["4157889300"]