Addepar
Kevin Fong is an experienced data operations analyst currently at Addepar since September 2016. Prior to this role, Kevin served as a senior analyst at Cornerstone Research from August 2013 to August 2016, focusing on complex financial and economic analyses for litigation and regulatory inquiries, with notable case experience in internal investigations and market manipulation. Kevin began a career in finance as an investment banking summer analyst at Citi in 2012, managing the execution process for significant equity and debt offerings. Kevin holds a Bachelor of Science in Foreign Service from Georgetown University, completed in 2013, and graduated from San Francisco University High School in 2009.
This person is not in the org chart
Addepar
26 followers
Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.