Brian Wang
Portfolio Manager-Equities at Capital Advantage, Inc.
Profile
Mr. Brian Wang, CFA MBA, is a Portfolio Manager at Capital Advantage, Inc. He joined Capital Advantage in 2021.
He began his career as a Sales Assistant with Banc of America Securities in San Francisco in 2000.
He then worked in the Portfolio Services Group at AssetMark, followed by multiple positions with Allianz Global Investors, including Compliance Manager and Head of Investment Operations for Managed Accounts.
Most recently, Brian served as Operations Manager and Portfolio Trader for Consilium Wealth Management.
He received his undergraduate degree from the University of California, Berkeley and an MBA from San Francisco State University.
Brian Wang active positions
| Companies | Position | Start |
|---|---|---|
Capital Advantage, Inc.
 Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Portfolio Manager-Equities | 31/12/2020 |
Training of Brian Wang
| University of California, Berkeley | Undergraduate Degree |
| San Francisco State University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Capital Advantage, Inc.
Capital Advantage, Inc. Investment ManagersFinance Founded in 1982, Capital Advantage, Inc. is a registered investment advisor located in Lafayette, California. The firm provides advisory services to individuals, high net-worth individuals, trustees, pension and profit-sharing plans, charitable organizations and corporations or other business entities. | Finance |
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