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Janet Cheung

Janet Cheung

Vice President - Portfolio Associate at First Manhattan Co. LLC.

United States

About

Janet Cheung is Vice President and Portfolio Associate at First Manhattan Co. LLC in New York, where she plays a key supporting role in portfolio management for client accounts. Her responsibilities include trade execution, portfolio administration, and client service, collaborating closely with portfolio managers to ensure effective implementation of investment strategies.

With a career at First Manhattan spanning over two decades since 2004, Janet has extensive experience as a portfolio associate, complemented by prior roles at Shufro Rose and Fidelis Care in similar client-facing and operational positions. Her work primarily supports diversified equity, fixed income, and multi-asset class portfolios for high-net-worth individuals and institutional clients.

Janet holds a Bachelor of Business Administration in Finance and Marketing from Baruch College, demonstrating a solid foundation in both quantitative and client relationship aspects of investment management. Her professional track record is marked by strong operational expertise and dedication to client service within traditional investment sectors such as public equities and fixed income.

Career History

OrganizationRoleDate RangeDetails
First ManhattanVice President - Portfolio AssociateOct 2004 to Present
Spearhead client service for high-net-worth individuals, managing $2.4 billion in assets under advisement, providing proactive and personalized support to meet financial goals. Lead the end-to-end pro...
Shufro RosePortfolio Associate and ReceptionistMay 2002 to Sep 2004
Delivered high-level administrative and client-facing support to maintain efficient account management for a diverse portfolio of high-net-worth clients. Processed and managed account openings, transf...
Fidelis Care - New YorkAccount AssociateMar 2000 to Apr 2002
Managed the application processing and documentation review to ensure accuracy and compliance with company standards. Delivered exceptional customer service by resolving inquiries and facilitating smo...

Education

Baruch College

Bachelor of Business Administration - BBA, Finance and Marketing

Others at First Manhattan Co. LLC. (15)

NameRoleLocation
Adam Schwartz
Adam Schwartz
Partner, Portfolio ManagerNew York, NY , United States
A
Adam Wolf
AnalystNew York, NY , United States
D
Dickson Pau
Research Analyst - AssociateNew York, NY , United States
J
Jeremy Chase
AnalystNew York, NY , United States
Joshua Cagan
Joshua Cagan
AnalystNew York, NY , United States
L
Len Berman
PartnerNew York, NY , United States
Mark Zager
Mark Zager
Research Analyst Vice PresidentNew York, NY , United States
M
Michael Gasner
PartnerNew York, NY , United States
M
Michael Kelter
Partner, Portfolio ManagerNew York, NY , United States
Nancy Hu
Nancy Hu
Equity AnalystNew York, NY , United States
Showing 1-10 of 15 team members

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