Jim is President of Oberweis Asset Management and oversees all
investment research at Oberweis. He has spent his entire career
managing portfolios of high growth, small cap companies. Jim is a
holder of the Chartered Financial Analyst (CFA) designation. Jim
earned an MBA with high honors from the University of Chicago and a BS
in Computer Science from the University of Illinois. He has been a
featured guest on CNBC and Bloomberg television and authors a growth
stock column for Forbes. Jim is a member of the Young Presidents
Organization (YPO), the Economic Club of Chicago, the Investment
Analysts Society of Chicago, and the CFA Institute.
Vanessa Shiu
Director of China Research
Vanessa joined Oberweis Asset Management in June 2005 as Director of
China Research for the China Opportunities strategy. She is also
President of Oberweis Asset Management (Asia) Ltd. She was previously
employed at Bear Stearns Asia Ltd. in Hong Kong. Vanessa earned an MA
in Sociology with a concentration in Organizations, Business, and the
Economy from Stanford University and a BS in Biology from Stanford
University. She has also studied at Oxford University and Peking
University and is currently pursuing her MBA from the University of
Chicago. Vanessa is fluent in Cantonese, Mandarin, and English and is
based in Hong Kong.
Jeff Papp, CFA
Senior Analyst
Jeff joined Oberweis Asset Management in 2004 and is a Senior
Analyst for the China Opportunities strategy. Jeff previously worked
on the domestic team at Oberweis. Jeff is a holder of the Chartered
Financial Analyst (CFA) designation. Jeff is a member of the
Investment Analysts Society of Chicago and the CFA Institute. Jeff
earned a BS in Finance with high honors from the University of
Illinois. He has been a guest of Bloomberg television and has provided
commentary on various investment issues to Investor’s Business Daily,
TheStreet.com, and Bloomberg.
Pauline Huang
Research Associate
Pauline joined Oberweis Asset Management (Asia) Ltd. in March 2007
as a Research Associate for the China Opportunities strategy.
Previously, Pauline worked with the equity research team at Bear
Stearns Asia Ltd. in Hong Kong. She has also worked as an auditor for
PriceWaterhouseCoopers in China. Pauline earned an MBA from Hong Kong
University of Science and Technology and a Bachelor’s degree from
Zhong Shan University in Guangzhou, China. Pauline is fluent in
Mandarin, Cantonese, and English and is based in Hong Kong. She is
currently pursuing the CFA designation and is a CFA Level II
candidate.
Jodie Chu
Associate Analyst
Jodie joined Oberweis Asset Management (Asia) Ltd. in May 2007 as an
Associate Analyst for the China Opportunities strategy. Jodie
previously worked for HSBC’s Equity Capital Markets team in Hong Kong,
where she focused on China equity offerings. Jodie has a Bachelor’s
degree in Business Administration from The University of Hong Kong.
She has also studied at Fudan University in Shanghai, China and is
fluent in Mandarin, Shanghainese, Cantonese, and English. Jodie 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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