Josephine Ha
Senior Director at BNY Wealth | San Francisco Bay Area
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Senior Director at BNY Wealth in August 2021 to Present
Director of Investment Strategy at True Link Financial in June 2020 to July 2021
Senior Vice President at Northern Trust Corporation in March 2014 to June 2020
Vice President, Senior Portfolio Manager at Northern Trust Corporation in December 2010 to March 2014
Client Portfolio Manager at Waterline Partners in January 2007 to November 2010
Investment Associate at Waterline Partners in September 2005 to January 2007
Public Accountant at PricewaterhouseCoopers in January 2003 to January 2005
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Seattle University, Bachelor of Arts (B.A.)
CFA Institute
Emeritus Institute of Management, January 2016
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Chartered Financial Analyst
Certified Private Wealth Advisor
Certified Public Accountant
Alternative Investments
Investments
Portfolio Management
High Net Worth Individuals
CPA
Wealth Management Services
Financial Analysis
Internal Controls
Asset Allocation
Hedge Funds
Asset Management
Investment Strategies
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Discover more about BNY WealthWhat is Josephine Ha email address?
Email Josephine Ha at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Josephine Ha's email found in 2026.
How to contact Josephine Ha?
To contact Josephine Ha send an email to [email protected], [email protected], [email protected] or [email protected].
What company does Josephine Ha work for?
Josephine Ha works for BNY Wealth
What is Josephine Ha's role at BNY Wealth?
Josephine Ha is Senior Director
What is Josephine Ha's Phone Number?
Josephine Ha's phone (**) *** *** 231
What industry does Josephine Ha work in?
Josephine Ha works in the Investment Management industry.
Josephine Ha Email Addresses
Josephine Ha Phone Numbers
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