Tao Ouyang Gatewood Wealth Solutions Portfolio Manager Support

Tao Ouyang, CFA®

Portfolio Manager Support

 

314.924.5112

 

tao.ouyang@gatewoodwealth.com

EDUCATION

Washington University – Economics & Finance (Cum Laude)
Washington University School of Engineering – Master of Project Management

PROFESSIONAL

Tao began as a Portfolio Analyst Support Intern during college doing investment research for Gatewood Wealth Solutions. In addition to investment research, Tao supports the investment and portfolio management operations areas. His responsibilities include trade processing, oversight of the Morningstar Direct daily attribution reports, performance benchmarking, and portfolio tracking. Tao provides portfolio support to client families and is a member of the firm’s Portfolio & Investment Team.

Tao is a CFA® Charterholder and also has his Series 7 securities registration with LPL Financial.

PERSONAL

He was born and raised in China. In his spare time, Tao likes to run, watch basketball, and soccer.