Brian Wang, CFA

Brian Wang is a Portfolio Manager at Capital Advantage. He holds the Chartered Financial Analyst (CFA) designation and is an Investment Advisor Representative. As a member of the investment team, Brian provides investment and market commentary, security selection and analysis, portfolio management strategies, and asset allocation recommendations. Additionally, Brian helps to maintain the organization’s portfolio management, asset allocation, and trading systems.

Brian has a broad background in financial services. He began his career as a Sales Assistant with Banc of America Securities in San Francisco in 2000. He then worked in the Portfolio Services Group at AssetMark, followed by multiple positions with Allianz Global Investors, including Compliance Manager and Head of Investment Operations for Managed Accounts. Most recently, Brian served as Operations Manager and Portfolio Trader for Consilium Wealth Management. He joined Capital Advantage in 2021.

Brian lives in El Sobrante. In his time outside of work, he enjoys traveling, as well as rooting for the San Francisco Giants.

Education

MPS (Master of Professional Studies) in Wealth Management, Columbia University, NY
MBA (Master of Business Administration), San Francisco State University, CA
BA in Psychology, University of California, Berkeley, CA

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