Jonathan C. Tai

Finance

Consumer Services

Health Services

Profile

Mr. Jonathan C.
Tai is an Analyst at RBC Global Asset Management (U.S.), Inc. He is a member of the government and mortgage research team in our fixed income group.
He researches and trades in Treasuries, agencies and commercial paper for our cash management and short term fixed income strategies.
Mr. Tai joined RBC GAM-US in 2011 from our affiliate RBC Wealth Management, where he performed financial analysis and reporting.
His previous responsibilities have also included financial planning and system development at UnitedHealth Group and Aetna.
He earned a BBA from National Chengchi University in Taiwan and an MS in finance from the University of Illinois at Urbana-Champaign.
He is a CFA charterholder and member of the CFA Society of Minnesota.
He is also a Certified Public Accountant.

Former positions of Jonathan C. Tai

Companies	Position	End
RBC Wealth Management RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.	Corporate Officer/Principal	-
Aetna Health, Inc. Aetna Health, Inc. Life/Health InsuranceFinance Part of CVS Health Corp., Aetna Health, Inc. provides insurance services. The company is based in Blue Bell, PA.	Corporate Officer/Principal	-
UNITEDHEALTH GROUP INC.	Corporate Officer/Principal	-
RBC Global Asset Management (US), Inc. RBC Global Asset Management (US), Inc. Investment ManagersFinance RBC Global Asset Management (US), Inc. (RBC GAM-US), is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 1983 and formerly known as Voyageur Asset Management Inc. They are a subsidiary of RBC USA Holdco Corp. and their ultimate parent is Royal Bank of Canada (NYSE, TSE: RY). RBC GAM-US provides portfolio management services to registered mutual funds, private investment funds, trust programs, foreign funds such as UCITS funds, individuals (including high net worth individuals), wrap sponsors and other US and international institutions.	Analyst-Fixed Income	-

See the detail of Jonathan C. Tai's experience

Training of Jonathan C. Tai

National Chengchi University	Undergraduate Degree
University of Illinois	Graduate Degree

Experiences
Positions held

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Listed companies

Private companies