Phil Wong

Phil Wong, CFA, CIPM, is a seasoned finance professional and co-founder of Sevi Health, where collaboration focuses on simplifying primary care since May 2022. As an executive coach at Harvard Business School since March 2023, Phil leverages extensive expertise in leadership and investment strategies. Prior roles include principal at Korgo, where hedge fund strategies were developed from May 2020 to December 2021, and director at PAAMCO, where Phil managed diverse hedge fund portfolios and initiated entry into the insurance segment, achieving significant assets under management. Experience also encompasses a principal role at PAAMCO Next Gen Technologies, leading efforts to commercialize a portfolio analytics platform, and an associate position at HSBC, coordinating equity and M&A transactions. Phil holds an MBA from Harvard Business School and a Bachelor of Science in Mechanical Engineering from Caltech.