Head of Equity Portfolio Management
Karen Wong, CFA, is Managing Director and Head of Equity Portfolio Management at Mellon Capital. With over 16 years of experience, she is responsible for overseeing all equity indexing strategies, including exchange traded funds (ETFs).
Karen is also responsible for the refinement and implementation of the equity portfolio management process. Prior to joining Mellon Capital, she worked as a security analyst at Redwood Securities.
Karen is a member of Mellon Capital's Senior Management Committee, Investment Management Committee, Risk Management Committee, Fiduciary Committee, and Trade Management Oversight Committee.
Karen also holds memberships with the S&P Index Advisory Panel, Russell Index Client Advisory Board, and MSCI Index Client Advisory.
Karen received her M.B.A. in Finance from San Francisco State University. She is a member of the CFA Institute and the CFA Society of San Francisco.