Keri Wong

Keri Wong

Plus aucun poste en cours
56 ans
Finance
Consumer Services

Profil

Ms. Keri Wong is a Senior Portfolio Manager & Vice President at CM Advisors Ltd. As a member of the Investment Committee, Ms. Wong is actively involved in the portfolio management of the CMA funds.
Prior to joining the firm, she worked as Portfolio Manager & Administrator at Boston Private Value Investors, an investment advisory firm which provides services to institutions and high net worth families and individuals.
From 1995 to 2002, she was a registered Sales Associate at DLJ, servicing high net worth individuals and third party managers.
She received her Bachelor of Science in Business Administration, Cum Laude, from Providence College.

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