Keri F Wong

Chief Operating Officer - EFG Asset Management (north America) Corp. at New Capital

Keri F Wong has a diverse work experience spanning different companies and roles. Keri F currently holds the position of Chief Operating Officer at EFG Asset Management (EFGAM). Prior to this, they worked as a Vice President at State Street Global Advisors, where they specialized in investment management financial planning, analysis, and reporting. Keri F also held the position of Vice President at State Street Global Advisors, where they focused on assets under management and regulatory reporting. Before joining State Street Global Advisors, Keri served as the Chief Operating Officer at EFG Wealth Management (Bermuda) Ltd, where they also held the role of Director. Earlier in their career, they worked at C.M. ADVISORS LTD as the Chief Operating Officer and as a Portfolio Manager/Senior Portfolio Manager.

Keri F Wong earned a Bachelor of Science (BS) degree in Business Administration from Providence College. The duration of their education and any other educational experiences are unknown based on the provided information.

Location

Boston, United States

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New Capital

New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients worldwide. New Capital provides a wide range of actively managed, high-conviction, global, regional and specialist investments for private clients, financial intermediaries and institutional clients. New Capital is the mutual funds business of Swiss banking group, EFG International.


Employees

51-200

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