Caleb Wong

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Profile

Caleb Wong worked as the Chief Quantitative Investment Strategist at OppenheimerFunds, Inc. from 1996 to 2019.
He also worked as the Vice President & Portfolio Manager at Oppenheimer Multi Sector Income Trust from 1999 to 2010.
In 2019, he became the Senior Portfolio Manager at Invesco Advisers, Inc. He also worked as an Analyst at Merrill Lynch Capital Partners, Inc. Mr. Wong received his undergraduate degree from Massachusetts Institute of Technology in 1987 and his graduate degree from The University of Chicago in 1996.

Former positions of Caleb Wong

Companies	Position	End
Invesco Advisers, Inc. Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.	Portfolio Manager-Equities	31/01/2021
OppenheimerFunds, Inc. OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY.	Portfolio Manager-Fixed Income	30/04/2019
Oppenheimer Multi Sector Income Trust Oppenheimer Multi Sector Income Trust Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Multi Sector Income Trust is a diversified closed-End Investment Fund. The company is headquartered in New York, NY.	Corporate Officer/Principal	09/11/2010
Merrill Lynch Capital Partners, Inc. Merrill Lynch Capital Partners, Inc. Investment Banks/BrokersFinance Part of Bank of America Corp., Merrill Lynch Capital Partners, Inc. is a security broker and dealer. The company is based in New York, NY. The company was founded by Jim J. Burke.	Corporate Officer/Principal	29/06/1996

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Training of Caleb Wong

Massachusetts Institute of Technology	Undergraduate Degree
The University of Chicago	Graduate Degree

Experiences
Positions held

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Connections

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Linked companies

Private companies	4
OppenheimerFunds, Inc. OppenheimerFunds, Inc. Investment ManagersFinance OppenheimerFunds, Inc. provides investment advice. The company was founded in 1959 and is headquartered in New York, NY.	Finance
Merrill Lynch Capital Partners, Inc. Merrill Lynch Capital Partners, Inc. Investment Banks/BrokersFinance Part of Bank of America Corp., Merrill Lynch Capital Partners, Inc. is a security broker and dealer. The company is based in New York, NY. The company was founded by Jim J. Burke.	Finance
Oppenheimer Multi Sector Income Trust Oppenheimer Multi Sector Income Trust Investment Trusts/Mutual FundsMiscellaneous Oppenheimer Multi Sector Income Trust is a diversified closed-End Investment Fund. The company is headquartered in New York, NY.	Miscellaneous
Invesco Advisers, Inc. Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.	Finance

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