Profile
Mr. Luong D.
Nguyen, CFA, is President & Chief Investment Officer at Soledad Investment Management LLC.
Prior to founding Soledad Investment Management in 2008, he was employed as Senior Portfolio Manager at Palley-Needelman Asset Management, Inc. and Portfolio Manager & Product Specialist at Brandes Investment Partners LP.
He also worked at Medius Capital Group LLC
Mr. Nguyen received his Bachelor of Science in Business Administration in Business from the University of Washington - Olin School of Business, a Master of International Business Studies in International Investments from the University of South Carolina – Darla Moore School of Business and a Master’s degree in Japanese Studies from Waseda University.
Former positions of Louie Nguyen
| Companies | Position | End |
|---|---|---|
Soledad Investment Management LLC
 Soledad Investment Management LLC Investment ManagersFinance Founded in 2008 by Luong Nguyen, Soledad Investment Management LLC is a registered investment advisor located in San Diego, California. The firm is affiliated with Seacrest Investment Management LLC. They provide discretional investment services to individuals, high net-worth individuals, corporations and other businesses, foundations and institutional investors. Soledad Investment Management's management team has an active strategic relationship with Christopher Weil & Co., Inc., a separately owned and managed registered investment advisor for the co-management of the CWC Global Dividend Portfolio. | Chief Executive Officer | 2015-12-31 |
Needelman Asset Management, Inc.
 Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Portfolio Manager-Equities | 2008-05-30 |
Brandes Investment Partners LP
 Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Corporate Officer/Principal | - |
Training of Louie Nguyen
| University of Washington | Undergraduate Degree |
| University of South Carolina | Graduate Degree |
| Waseda University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Needelman Asset Management, Inc.
Needelman Asset Management, Inc. Investment ManagersFinance Needelman Asset Management, Inc. (Needelman) is a wealth management firm and registered investment advisor headquartered in Ladera Ranch, California, founded by Chet Needelman in 2002. Needelman is a subsidiary of Spectrum Asset Management, Inc., an SEC-registered investment adviser, whose principal owner is Ryan L. Kelly. The firm provides investment management services to high net-worth individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Brandes Investment Partners LP
Brandes Investment Partners LP Investment ManagersFinance Brandes Investment Partners LP (Brandes) is a SEC-registered investment advisor headquartered in La Jolla, California. The firm was founded by Charles H. Brandes in 1974 and is a wholly-owned subsidiary of Brandes Worldwide Holdings LP. Brandes provides investment advisory services to individuals and institutional investors. They also participate in a number of wrap fee arrangements sponsored by unaffiliated brokers-dealers or program sponsors. | Finance |
Soledad Investment Management LLC
Soledad Investment Management LLC Investment ManagersFinance Founded in 2008 by Luong Nguyen, Soledad Investment Management LLC is a registered investment advisor located in San Diego, California. The firm is affiliated with Seacrest Investment Management LLC. They provide discretional investment services to individuals, high net-worth individuals, corporations and other businesses, foundations and institutional investors. Soledad Investment Management's management team has an active strategic relationship with Christopher Weil & Co., Inc., a separately owned and managed registered investment advisor for the co-management of the CWC Global Dividend Portfolio. | Finance |
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