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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| First Manhattan | Vice President - Portfolio Associate | Oct 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 Rose | Portfolio Associate and Receptionist | May 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 York | Account Associate | Mar 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)
| Name | Role | Location |
|---|---|---|
| Partner, Portfolio Manager | New York, NY , United States | |
A Adam Wolf | Analyst | New York, NY , United States |
D Dickson Pau | Research Analyst - Associate | New York, NY , United States |
J Jeremy Chase | Analyst | New York, NY , United States |
| Analyst | New York, NY , United States | |
L Len Berman | Partner | New York, NY , United States |
| Research Analyst Vice President | New York, NY , United States | |
M Michael Gasner | Partner | New York, NY , United States |
M Michael Kelter | Partner, Portfolio Manager | New York, NY , United States |
| Equity Analyst | New York, NY , United States |
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| Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States | |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |
| Partner | Summit Trail Advisors, LLC | New York, NY , United States | |
B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
| Partner | Steward Partners Investment Advisory, LLC | Suffolk, VA , United States | |
| Associate | Steward Partners Investment Advisory, LLC | Milwaukee, WI , United States |