Lauren L. Wong, CFA®, CPWA®

Lauren L. Wong, CFA®, CPWA®

Managing Principal, Portfolio Manager and Wealth Advisor

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®.