Steven Wang Email & Phone Number
Portfolio Manager @ Prosperity - An EisnerAmper Company (Formerly Prosperity Consulting Group & Lurie Wealth Advisors)
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Steven Wang Location
- Woodbridge Township, NJ, US
Steven Wang Work
- Portfolio Manager @ (February 2024 - Present)
- Portfolio Manager @ (June 2005 - February 2024)
- Senior Investment Analyst @ (May 2003 - June 2005)
Steven Wang Education
- Pace University - Lubin School of Business
Master of Science (MSc) (Investment Management)
- Tamkang University
Bachelor of Business Administration (BBA) (Banking & Finance)
Steven Wang Skills
- Actionable Investment Strategies – Development & Implementation
- Alpha Generation
- Asset Management
- Assets – Capturing & Growing
- Client Relations
- Compliance & Regulatory Adherance
- Cross Functional Team Leadership
- Cross Selling
- Customized Investment Solutions
- Data Mining
- Financial Analysis
- Financial Modeling
- Investment Management
- Investment Planning
- Investment Research
- Investment Strategies
- Portfolio Analysis
- Portfolio Management
- Portfolio Optimization
- Private Wealth Management
- Relationship Cultivation & Management
- Revenue Generation
- Risk Management
- Risk Mitigation
- Simplifying & Articulating Complexities
- Strategic Asset Allocation
- Team Leadership & Management
- Traditional & Alternative Investments
- Wealth Planning
Steven Wang Summary
- Steven Wang, based in Woodbridge Township, NJ, US, is currently a Portfolio Manager at Prosperity - An EisnerAmper Company. Steven Wang brings experience from previous roles at EisnerAmper Wealth Management Corporate Benefits LLC. Steven Wang holds a Master of Science (MSc) in Investment Management @ Pace University - Lubin School of Business. With a robust skill set that includes Actionable Investment Strategies – Development & Implementation , Alpha Generation, Asset Management, Assets – Capturing & Growing, Client Relations and more. Steven Wang has 2 emails on RocketReach.
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Top Prosperity - An EisnerAmper Company (Formerly Prosperity Consulting Group & Lurie Wealth Advisors) Employees
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Donna Gestl
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Brian Thorkelson
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Marc Scudillo
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Brian Scanlon
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Matthew Hynes
Relationship Manager
Chapel Hill, NC, US
Patrick Rogers
Senior Relationship Manager
Scotch Plains, NJ, US
Sean Reitenbach
Senior Portfolio Manager
Lutherville-Timonium, MD, US
Cassity Wingenbach
Chief Operating Officer
West Fargo, ND, US
Jennifer McKinnon
Senior Wealth Advisor
Chapel Hill, NC, US
Ana Bou-Goldsmith
Director, Senior Portfolio Manager
New York, NY, US
Jeff Lenhart
President
United States
Jermaine Guthrie
Wealth Advisor
New York, NY, US
Steven Wang
Portfolio Manager
Woodbridge Township, NJ, US
Merryll McElwain
Senior Wealth Advisor
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