Advisor at AsterBright Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
AsterBright Capital Management, LLC
Location
Wellesley, MA
Credentials
CFA®
Industry experience
7 years
Pam Gao is the principal of AsterBright Capital Management, LLC and holds the CFA® designation. She has seven years of industry experience, including 15 years at Putnam Investments prior to founding her independent firm in 2018. AsterBright Capital Management provides portfolio management services to individuals, high-net-worth clients, small businesses, and foundations, focusing on discretionary management of liquid, publicly traded securities. The firm uses a hybrid approach combining quantitative screening, fundamental company analysis, and top-down macro considerations to create tailored portfolios that range from long-only equity allocations to opportunistic strategies involving short positions, options, and leverage.
Based on AsterBright Capital Management, LLC
Flat annual fee based on complexity and time required, typically applied to long-only equity portfolios, billed quarterly in arrears.
Performance-based fees applied to qualified clients with more complex or opportunistic strategies, compliant with SEC Rule 205-3.
Account minimum: No stated minimum asset level or income requirement
Wellesley, MA
Massachusetts
AsterBright Capital Management, LLC
2018 - Present (8 years)
Independent Investor
2017 - 2018 (1 year)
Putnam Investments, LLC
2002 - 2017 (15 years)
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Trust company
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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