Jian Wong

Analyst-Equity bei Luminate Wealth Management & Insurance Services

Finance

Consumer Services

Profil

Jian Wong is currently working as a Portfolio Manager at Luminate Wealth Management & Insurance Services since 2021.
Prior to this, he worked as a Research Analyst at Forté Capital LLC from 2015 to 2021.
Mr. Wong completed his undergraduate and graduate degrees from the University of Rochester and also holds a graduate degree from Stanford University.

Aktive Positionen von Jian Wong

Unternehmen	Position	Beginn
Luminate Wealth Management & Insurance Services Luminate Wealth Management & Insurance Services Investment ManagersFinance Part of The Northwestern Mutual Life Insurance Co., Luminate Wealth Management & Insurance Services provides investment advice. The company is based in Irvine, CA.	Analyst-Equity	01.12.2021

Alle aktiven Positionen von Jian Wong

Ehemalige bekannte Positionen von Jian Wong

Unternehmen	Position	Ende
Forté Capital LLC Forté Capital LLC Investment ManagersFinance Forté Capital LLC is an independent registered investment advisory firm headquartered in Rochester, New York. The firm was founded by Daivd W. Henion in 1996. Forté Capital provides advisory services to high net-worth individuals, pension and profit-sharing plans, corporations, corporate pension & profit-sharing plans, endowments, Foundations, Trusts, estates and charitable institutions.	Analyst-Equity	01.11.2021

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Ausbildung von Jian Wong

Rochester Christian University	Graduate Degree
Stanford University	Graduate Degree

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