![Leslie Hwang](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Leslie Hwang is a Vice President & Client Relationship Manager at Magnus Financial Group LLC.
She has over 15 years of investment management experience in the financial services sector, including private banking, private equity and asset management.
She is responsible for supporting the advisory team to help deliver holistic financial planning while maintaining the ongoing client relationship and experience.
Prior to joining Magnus, Ms. Hwang spent six years as the Chief of Staff at KBL Merger Corp.
IV, a special purpose acquisition company (SPAC), where she spearheaded day-to-day business and operations including investor relations, deal sourcing and private company research.
Earlier in her career, she spent six years at J.P.
Morgan Private Bank.
While there, she was promoted several times and held several positions, including project manager, business analyst and wealth advisor.
She started her career in financial services as a Research Associate at SunAmerica Mutual Funds.
Ms. Hwang earned her Bachelor of Business Administration from SUNY Geneseo.
Postes actifs de Leslie Hwang
| Sociétés | Poste | Début |
|---|---|---|
Magnus Financial Group LLC
 Magnus Financial Group LLC Investment ManagersFinance Magnus generally (but not exclusively) recommends broad diversification via a long-term asset allocation strategy – diversified both across asset classes and within investment styles – in an effort to improve the risk and return potential of client portfolios. More specifically, the firm may recommend multiple asset classes (both liquid and illiquid), market capitalizations, market styles, and geographic regions to provide diversification. Asset classes recommended by Magnus primarily include no-load mutual funds, index funds and ETFs. | Analyst-Equity | 01/10/2021 |
Anciens postes connus de Leslie Hwang
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Corporate Officer/Principal | 01/10/2004 |
Formation de Leslie Hwang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
26
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPM-IM actively manages portfolios and focuses on identifying opportunities through proprietary in-house research that seeks to assess the fundamental value of securities. The firm invests globally, across all market-caps. | Finance |
State University of New York College at Geneseo
 State University of New York College at Geneseo Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Magnus Financial Group LLC
Magnus Financial Group LLC Investment ManagersFinance Magnus generally (but not exclusively) recommends broad diversification via a long-term asset allocation strategy – diversified both across asset classes and within investment styles – in an effort to improve the risk and return potential of client portfolios. More specifically, the firm may recommend multiple asset classes (both liquid and illiquid), market capitalizations, market styles, and geographic regions to provide diversification. Asset classes recommended by Magnus primarily include no-load mutual funds, index funds and ETFs. | Finance |
