Steven Wang

Steven Wang, CFA, has over 13 years of work experience in various roles within the finance industry. Steven is currently the Director of Portfolio Management at AssetMark, where they have been employed since August 2021. Prior to this, Steven worked at Northern Trust Asset Management as a Quantitative Equity Portfolio Manager from November 2015 to August 2021. Steven also held the position of AVP at Bank of America Merrill Lynch from September 2012 to November 2015. In addition, Steven has experience as a Quantitative Analyst at Emil van Essen LLC, where they developed trading strategies and conducted research on hedging strategies using options. Steven began their career as a Consultant at the University of Chicago, where they worked on various research projects. Steven also gained experience as an Analyst Intern at the Shenzhen Stock Exchange.

Steven Wang, CFA has a strong educational background. Steven received a Master of Science degree in Computer Science from the University of Chicago in 2019. Prior to that, they earned a Master's Degree in Statistics from the same institution between 2009 and 2011. Before their time at the University of Chicago, Steven obtained a Bachelor of Science degree in Mathematics & Finance from Wuhan University. In addition to their formal education, Steven has also obtained the CFA certification from the CFA Institute.