David Tong

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Finance

Consumer Services

Profile

David Tong worked as a Financial Controlling Manager at Equitable Advisors LLC from 2017 to 2019.
Prior to that, he was an Associate at Mercer & Co. from 2013 to 2017 and an Actuarial Analyst at Kaiser & Co. from 2011 to 2013.
He also worked as a Research Associate at Morgan Stanley & Co. LLC from 2019 to 2021.
Mr. Tong received his undergraduate degree from the University of Maryland in 2008.

Former positions of David Tong

Companies	Position	End
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	31/03/2021
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets.	Corporate Officer/Principal	31/05/2019
Mercer & Co. Mercer & Co. RestaurantsConsumer Services Operates as restaurant	Corporate Officer/Principal	31/01/2017
Kaiser & Co. Kaiser & Co. Investment ManagersFinance Provides investment advice	Corporate Officer/Principal	31/03/2013

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Linked companies

Private companies	5
Equitable Advisors LLC Equitable Advisors LLC Investment ManagersFinance Equitable Advisors’ Policy Advisory Committee (PAC) oversees the firm’s financial planning policies, such as review of financial planning tools to help ensure the presentation of quality financial planning advice. The firm uses various methods of analysis and investment strategies when developing a financial plan, formulating investment advice, or managing assets.	Finance
Mercer & Co. Mercer & Co. RestaurantsConsumer Services Operates as restaurant	Consumer Services
Kaiser & Co. Kaiser & Co. Investment ManagersFinance Provides investment advice	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
University of Maryland University of Maryland Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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