Jing Wang
Jing Wang is an investment professional focused on serving high-net-worth and ultra-high-net-worth individuals and families. Her experience spans portfolio analysis and implementation, liquidity and cash flow management, and comprehensive long-term financial planning.
Prior to her current role, Jing gained experience at Vanguard and Rockefeller Capital Management, where she worked closely with clients to implement investment strategies and support their broader financial planning needs. Her approach is grounded in understanding each family’s unique circumstances, priorities, and long-term objectives, with an emphasis on thoughtful coordination across their financial lives.
Jing holds the FINRA Series 7 and Series 66 licenses and passed Level II of the CFA Program in August 2025. She earned her Bachelor’s degree in Finance from the University of Illinois at Chicago.
Jing is committed to providing highly personalized service and clear, thoughtful guidance within a holistic family office framework. She values building trusted, enduring relationships with clients and their families and helping them navigate both immediate financial decisions and long-term wealth objectives.
The Chartered Financial Analyst (CFA®) is a professional designation given by the CFA Institute that measures the competence and integrity of financial analysts. The CFA Program is a graduate-level self-study program that combines a broad-based curriculum of investment principles with professional conduct requirements. Candidates are required to pass three levels of examinations covering areas such as accounting, economics, ethics, money management and security analysis. Before a candidate is eligible to become a CFA charter holder, he/she must meet minimum experience requirements in the area of investment/financial practice. To enroll in the program, a candidate must hold a bachelor’s degree.