Meet Our Team

What Makes Us Different?

Our people and our company culture. 

The principals of Tandem Capital Management believe that, first and foremost, we must do right by you, the client. 

We do not cut corners with pre-packaged solutions. It is important to us that we provide you with quality work and advice in managing your wealth building for a secure future.  

We look forward to being your partner.

Kent G. Sheng, CFA®

Chief Investment Officer and Portfolio Manager


Kent G. Sheng, CFA®  has more than 30 years of experience in the investment management field. Before founding Tandem Capital Management in 1991, Kent was at Dean Witter (now Morgan Stanley), where he made investment recommendations to high-net-worth investors, pension plans, and corporate executives.

Kent earned his Bachelor of Arts degree in Government at Cornell University and his Master's degree in Public Policy at Harvard University’s Kennedy School of Government.

Kent is a member of the CFA Institute and CFA Society New York. Kent formerly served on the Board of Directors of the non-profit Tarrytown Music Hall in Tarrytown, New York, where he was also treasurer and chair of the finance committee. He is a lifetime university council member at Cornell University where he has served on several advisory boards and as president of his class. 

Lauren L. Wong, CFA®, CPWA®

Managing Principal, Portfolio and Wealth Manager


Lauren L. Wong, CFA®, CPWA® has over 30 years of experience in investments and wealth management. After earning her MBA degree in Finance from New York University, Lauren began her career at AT&T (the former Ma Bell). Her investments experience at AT&T included portfolio-manager evaluation, portfolio analysis, and asset allocation responsibilities for its pension trust and AT&T Foundation. Her involvement with pension investments led to her interest in stock research and selection, an opportunity Oppenheimer & Co. offered to her. At Oppenheimer, Lauren analyzed and recommended stocks to portfolio managers and individual investors. With experience in both pension investments and Wall Street stock research, Lauren went on to help build Tandem Capital Management, where she would enjoy working with, and assisting, individuals and families in wealth management.

Lauren earned her Bachelor of Science degree in Industrial Engineering & Operations Research at Columbia University and is Chair Emerita of Columbia Engineering's Board of Visitors. Lauren is a member of the CFA Institute, CFA Society New York, Financial Planning Association, and the Investments & Wealth Institute®.

William Chen

Vice President and Equity Analyst

William Chen has over 10 years of institutional experience in finance and investment management. Before joining Tandem Capital Management, William was the Senior Manager and VP of Alternative Investments at CITIC CLSA Ltd, where he oversaw both the firm’s registered Fund of Funds and its Statistical Arbitrage Fund.

Prior to CITIC, William was a quantitative analyst at GSB Podium Advisors LLC, a New York-based hedge fund. He began his career at Deutsche Bank, in proprietary equity trading, where he built strategic algorithms. William earned his BA degree in Economics and Music Performance from New York University, and is a Licentiate and Fellow of the Royal Schools of Music. William has performed piano and violin at venues such as the Kimmel Center for the Performing Arts in Philadelphia, the Hammerstein Ballroom, and Carnegie Hall in New York. He also enjoys ballroom dancing and previously competed in dancesport.

Phualin Young

Vice President and Chief Compliance Officer

Phualin Young has more than 25 years' experience in the investments industry. Before joining Tandem Capital Management, Phualin was a principal owner at Martin Simpson & Co, a boutique science and technology stock research firm, where she handled accounts of large financial institutions. After graduating from New York University with a Bachelor of Science degree in Marketing and International Business, and an MBA degree in Finance, Phualin worked at Edward A. Viner & Co, where she gained experience as an equities trader for proprietary and large institutional accounts. Phualin is a member of the Financial Women's Association.

Phualin's passion after work is to motivate and help students from elementary to high school in STEAM (Science, Technology, Engineering, Art, and Math) projects and workshops. In one of the high-school Hackathon events she helped in, Phualin organized a panel of women in architecture, engineering, and technology to speak to, and motivate, girls in STEAM. Phualin further broadens her reach to attract future scientists and engineers by helping her local library organize Makers Day events.

Asheem Asthana

Client Service Manager

Asheem Asthana has more than 20 years' experience in client services, portfolio administration, and reporting solutions. Asheem worked in the healthcare industry before joining the firm to pursue his interest in the wealth management industry. Asheem graduated with a Business degree from Nagpur University and received his MBA degree in Marketing from Montclair State University. In his spare time, Asheem likes to lose himself in museums and on beaches.

What do CFA® and CPWA® signify?

The Chartered Financial Analyst (CFA®) designation, administered by the CFA Institute, is a highly respected credential in the fields of finance and investments. The designation indicates a mastery of financial analytics, trends, and markets and requires several years of experience, as well as passing three rigorous, six-hour exams encompassing ethics, economics, investment management, and other financial topics. Financial professionals with a CFA designation must follow a code of ethics and standards.

Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It is designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients. Unlike credentials that focus specifically on investing or financial planning, the CPWA® program takes a holistic and multidisciplinary approach to wealth management.

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