Bong C.

Bong C. has an extensive work experience spanning multiple roles and companies. In 1996, they started their career as an Analyst at The Beacon Group, where they worked until 1998. Bong then joined Orion Partners, L.P. as an Associate from 1998 to 2000. Bong C. moved to Capricorn Management LLC in 2003, working as an Associate until 2006. During this period, they also worked at Wellington Management as a Global Industry Analyst in 2006 and 2007. From 2008 to 2017, Bong C. served as the Chief Investment Strategist at Stamos Capital Partners, L.P. Bong then worked at Wetherby Asset Management as the Chief Investment Officer from 2017 to 2021. Currently, Bong C. holds the position of Chief Investment Officer at FJ Management since March 2021.

Bong C. has a diverse education history. In 1988, they started their academic journey at Tenafly High School, where they completed their high school education in 1992. Following this, they enrolled at Yale University from 1992 to 1996, earning a Bachelor of Arts degree. During their time at Yale, they focused on the fields of History of Art and East Asian Studies.

In 1994 and 1995, Bong C. attended the Kyoto Center for Japanese Studies, although no degree or field of study is specified for this period.

In 2001, Bong C. pursued further education at Harvard Business School, where they completed a Master of Business Administration (MBA) degree in 2002. The specific field of study for this degree is not provided.

Alongside their formal education, Bong C. has also obtained several certifications. In 2014, they received the CAIA (Chartered Alternative Investment Analyst) certification from the CAIA Association. In 2018, they attained the CFA (Chartered Financial Analyst) certification from the CFA Institute. Lastly, in 2019, they earned the CSRIC (Certified Specialist in Retirement Income Planning) certification from the College for Financial Planning.