Prior to joining NWQ in 2016, Jae was an information technology analyst at Nuveen affiliate Tradewinds Global Investors, LLC. Prior to that, Jae was a senior consultant with BCG ValueScience, where he assisted the clientele of Boston Consulting Group in assessing and valuing strategic corporate actions including acquisitions, divestitures, capital structure changes, and operational changes. Jae also has investment banking experience and served as an analyst with JPMorgan covering the consumer/retail sector.
Jae graduated from Claremont McKenna College with a B.A. in Economics. He received his M.B.A. in Finance and Economics from the University of Chicago Booth School of Business. In addition, he has received the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Los Angeles. Jae is fluent in Korean.
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