John joined Oberweis Asset Management and Oberweis Asset Management
(Asia) Ltd. in September 2007 and is the lead Portfolio Manager for
the Asia Opportunities strategy. Previously, John was a Vice President
and Senior Portfolio Manager at Wells Fargo Bank in San Francisco.
Prior to that, John was part of the International Small Cap team at
Founders Asset Management and also was a Portfolio Manager of the CVO
Greater China Fund at Offitbank. He is a holder of the Chartered
Financial Analyst (CFA) designation. John earned his MBA from Stanford
University and two BA degrees with high honors in Business
Administration and Hotel Administration from Washington State
University. John was born and attended schools in Singapore and is
fluent in Mandarin, Cantonese, Taiwanese, Hainan and English. John is
a member of the CFA Institute and is based in Hong Kong.
Hwee Ghee Lim, CFA
Senior Investment Analyst
Hwee Ghee joined Oberweis
Asset Management (Asia) Ltd. in October of 2007 as a
Senior Investment Analyst on the Asia Opportunities
Strategy and has seven years of investment industry
experience. Previously, Hwee Ghee was employed as
an Analyst for Lehman Brothers Asia Ltd. in Hong
Kong. She also has worked as an Investment Analyst
for SG Securities Ltd., Hong Kong. Hwee Ghee is a
holder of the Chartered Financial Analyst (CFA)
designation. She earned her BS in Economics with
honors from the London School of Economics and
Political Science. Hwee Ghee is fluent in Mandarin,
Cantonese, and English. She is a member of the CFA
Institute and is based in Hong Kong.
Jim E. Chartrand
Director of Trading
Jim joined Oberweis Asset Management in June 2005 as the Director of
Trading and has over 15 years of investment industry experience.
Previously, Jim was a Senior Equity Trader at Waddell & Reed
Investment Management Company in Kansas City. He also worked for
Paladin Investment Associates as Director of Trading, where he was
responsible for managing all aspects of the equity trading desk. He
began his career with Investment Advisers, Inc. in 1992, where he held
various positions within the operations and trading departments. Jim
earned a double major in Finance and Economics from the University of
St. Thomas, St. Paul, Minnesota. He is a member of Security Traders
Association of Chicago.
Jae W. Chang
International Trader
Jae joined Oberweis Asset Management in October 2006 as an
International Trader and has nearly a decade of investment industry
experience. Jae was previously employed as a Trader for the Blackstone
Group, where he focused on the international marketplace. He began his
career with Oppenheimer & Co. where he held various positions within
the investment management team. Jae earned a BA in Economics and
Government from Bowdoin College in Brunswick, Maine. He is a member of
the Security Traders Association of Chicago and is a CFA Level II
candidate.
Patrick B. Joyce, CPA
Executive Vice President
Pat is Executive Vice President, Chief Financial Officer and Chief
Compliance Officer of Oberweis Asset Management, Inc. and is
responsible for administering OAM’s accounting and compliance policies
and procedures. He joined Oberweis Asset Management, Inc. in 1994. Pat
earned a BBA in Accounting from Cleveland State University and has in
excess of 23 years of experience in the financial services industry.
He was previously employed with The Chicago Corporation, Carr Asset
Management, Inc./Indosuez Carr Futures, Inc., and Selected Financial
Services, Inc. a wholly owned subsidiary of Kemper Financial Services.
He is a member of the Illinois CPA Society, the American Institute of
Certified Public Accountants, and the National Society of Compliance
Professionals.
Brian K. Lee
Director of Marketing &
Client Service
Brian joined Oberweis Asset Management in April of 2002 to establish
and lead the firm’s institutional marketing and client service
efforts. Brian earned an MBA from Loyola Marymount University and a BA
in Finance from Loyola Marymount University. Previously, he was
employed by Delaware Investments/Lincoln Financial Distributors, where
he served as a Director of Marketing. Prior to that, he worked for
Wilshire Associates in both marketing and client service roles.
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