Anna Wong

Anna Wong, CFA is currently a Portfolio Manager at Lyell Wealth Management, bringing a wealth of experience from previous roles such as Vice President, Wealth Manager at BNY Mellon Wealth Management and Portfolio Manager at Atherton Lane Advisers, LLC. Prior to these positions, Anna served as a Trust Officer at First Hawaiian Bank. Anna holds a Bachelor of Business Administration (BBA) degree in Finance and Marketing from the University of Hawaii at Manoa.