AeroLeads people directory · profile

Cleo Chang Email & Phone Number

Investment Management Executive | Chief Investment Solutions Officer | Chief Investment Officer at American Century Investments
Location: United States, United States, United States 5 work roles 2 schools
LinkedIn matched
3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
American Century Investments
Role
Investment Management Executive | Chief Investment Solutions Officer | Chief Investment Officer
Location
United States, United States, United States
Company size
1788 employees

Who is Cleo Chang? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Cleo Chang is listed as Investment Management Executive | Chief Investment Solutions Officer | Chief Investment Officer at American Century Investments, a company with 1788 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Cleo Chang.

Cleo Chang previously worked as Chief Investment Solutions Officer at American Century Investments and SVP / Head of Investment Solutions at American Century Investments. Cleo Chang holds Mba, Finance from Usc Marshall School Of Business.

Company email context

Email format at American Century Investments

This section adds company-level context without repeating Cleo Chang's masked contact details.

American Century Investments

Review company-level records connected to Cleo Chang before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Cleo Chang

I am a Strategic Investment Management Leader who offers expertise driving strategy across investment operations, building functions from ground up, and scaling firms for explosive growth. I create and execute against organizational vision, positively impacting clients and employees. As a natural and results-driven leader who builds and leads global teams, I empower staff to exceed aggressive objectives, adopt innovation, and influence transformational change. I bring a deep understanding of entire investment cycle end-to-end, bringing holistic view and offer deep C-Suite experience throughout career. Specialties:Investment Research Risk Management | Staff Leadership Portfolio Management | AUM Improvement | Investment StrategiesRegulatory & Compliance | Relationship Management | P&L Management

Current workplace

Cleo Chang's current company

Company context helps verify the profile and gives searchers a useful next step.

American Century Investments
American Century Investments
Investment Management Executive | Chief Investment Solutions Officer | Chief Investment Officer
kansas city, missouri, united states
Website
americancentury.com
Employees
1788
AeroLeads page
Company profile
View company profile Email format
5 roles

Cleo Chang work experience

A career timeline built from the work history available for this profile.

Chief Investment Solutions Officer

Current
American Century Investments
  • Built ETF business unit infrastructure and enabled ACI to become rapidly growing ETF issuer in United States with 98% of net flows generated from external client accounts; delivered AUM growth with 5-year CAGR of 119%.
  • Led ETF business to become recognized as innovative leader across United States, winning multiple industry awards in 2019, 2020, and 2021; positioned ACI as first firm to successfully… Show more
  • Led ETF business to become recognized as innovative leader across United States, winning multiple industry awards in 2019, 2020, and 2021; positioned ACI as first firm to successfully launch semi-transparent active.
  • Drove multi-year digital transformation project to overhaul Investment Communications and Investment Presentations Teams; delivered 30% expense reduction, productivity increase of 430%, on-time delivery rate of 99%.
  • Led modernization effort, restructuring Client Portfolio Management Team from siloed asset class structure to hybrid structure with Asset Class Specialists and Portfolio Solutions Specialists; transformed team into one.
Nov 2022 - Present

Chief Investment Officer / Managing Director

Wilshire Associates
  • Set and executed multi-year roadmap to expand and advance investment capabilities; played active role in business development and client facing activities, significantly contributing to overall growth of firm.
  • Led investment team to become 2nd largest model portfolio in US with $50B in discretionary assets.
  • Designed and developed industry leading Wilshire Liquid Alternative Index in 2014, reputed as key milestone for firm.
  • Built industry leading investment team with limited… Show more
  • Built industry leading investment team with limited resources and navigated business through financial crisis in 2008 with minimal employee turnover. Show less
Jan 2005 - Apr 2015

Portfolio Manager / Investment Strategist

Mycfo
Jan 2001 - Jul 2003

Manager Research Analyst

Asset Strategy Consulting
Jul 1999 - Dec 2000
Team & coworkers

Colleagues at American Century Investments

Other employees you can reach at americancentury.com. View company contacts for 1788 employees →

EP Ed Panko Ed Panko Colleague at American Century Investments Greenwich, Connecticut, United States, United States View → JJ Josh Jabbour, Cpa Josh Jabbour, Cpa Colleague at American Century Investments Kansas City Metropolitan Area, United States View → YG Yehuda Gottheil Yehuda Gottheil Colleague at American Century Investments Brooklyn, New York, United States, United States View → MM Michael Maloney Michael Maloney Colleague at American Century Investments Independence, Missouri, United States, United States View → JH Jay Halla Jay Halla Colleague at American Century Investments Lees Summit, Missouri, United States, United States View → MB Macy Beland Macy Beland Colleague at American Century Investments Overland Park, Kansas, United States, United States View → SW Sam Wright Sam Wright Colleague at American Century Investments Kansas City, Missouri, United States, United States View → GM George Mentrup George Mentrup Colleague at American Century Investments Kansas City, Missouri, United States, United States View → JJ Josh Jarvis Josh Jarvis Colleague at American Century Investments Shawnee, Kansas, United States, United States View → EF Eric Forssberg Eric Forssberg Colleague at American Century Investments Kansas City, Missouri, United States, United States View →
2 education records

Cleo Chang education

FAQ

Frequently asked questions about Cleo Chang

Quick answers generated from the profile data available on this page.

What company does Cleo Chang work for?

Cleo Chang works for American Century Investments.

What is Cleo Chang's role at American Century Investments?

Cleo Chang is listed as Investment Management Executive | Chief Investment Solutions Officer | Chief Investment Officer at American Century Investments.

Where is Cleo Chang based?

Cleo Chang is based in United States, United States, United States while working with American Century Investments.

What companies has Cleo Chang worked for?

Cleo Chang has worked for American Century Investments, Wilshire Associates, Mycfo, and Asset Strategy Consulting.

Who are Cleo Chang's colleagues at American Century Investments?

Cleo Chang's colleagues at American Century Investments include Ed Panko, Josh Jabbour, Cpa, Yehuda Gottheil, Michael Maloney, and Jay Halla.

How can I contact Cleo Chang?

You can use AeroLeads to view verified contact signals for Cleo Chang at American Century Investments, including work email, phone, and LinkedIn data when available.

What schools did Cleo Chang attend?

Cleo Chang holds Mba, Finance from Usc Marshall School Of Business.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Cleo Chang you were looking for.

Cleo Chang
Cleo Chang
Ccma | Post Bac Student | Aspiring Pa
San Francisco Bay Area
1 email domain
Cleo C.
Cleo C.
Mitchell Jacobson Law & Business J.D. Scholar At Nyu Law
New York, Ny
Cleo Chang
Cleo Chang
Managing Director, Head Of Investment Research
Santa Monica, Ca
4 email domains
View similar profiles