About
Blake Wong is an Investment Analyst at Anfield Capital Management, LLC, based in Los Angeles, CA. In this role, he is responsible for credit and investment research, securities trading, and portfolio management activities, supporting the firm's institutional investment strategies. His work focuses on fixed income, credit markets, and multi-asset portfolio solutions, leveraging research and analytics to inform investment decisions and risk management.
Previously, Blake was an All-Weather Portfolio Manager at Titan Capital Management, where he specialized in diversified asset allocation across equities, bonds, and alternative investments. He also served as a Research Challenge Analyst at CFA Institute, gaining hands-on experience in fundamental analysis and equity research. These experiences have equipped him with strong analytical skills and practical exposure across public markets and diversified asset classes.
Blake holds a Bachelor of Arts in Finance from California State University, Fullerton. He brings expertise in credit analysis, trading, and portfolio construction, with notable contributions to research-driven investment solutions. His background combines rigorous academic training with industry experience in multi-asset, fixed income, and credit-focused investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Anfield Capital Management, LLC | Analyst | Jun 2024 to Present | CFA Level II Candidate |
| Titan Capital Management | All-Weather Portfolio Manager | May 2023 to Jun 2024 | One of four Portfolio Managers to manage the All-Weather Portfolio, a portfolio targeting low market correlation through investments in alternative asset classes, low correlation equities, and fixed i... |
| CFA Institute | Institute Research Challenge Analyst | Jul 2023 to Apr 2024 | CFA Los Angeles Institute Research Challenge 2024 Champion. Covered Air Lease Corp (AL) in the CFA Institute Research Challenge, a competition featuring thousands of universities across the world. Thi... |
| Moss Adams | Consulting Intern | May 2023 to Aug 2023 | Summer intern on the Research and Development (R&D) Tax Credit team. |
| CSUF Student Managed Investment Fund | Assistant Director of Fixed Income | Jan 2023 to May 2023 | — |
| CSUF Student Managed Investment Fund | Compliance Officer and Economics Chair | May 2022 to Jan 2023 | — |
| CSUF Student Managed Investment Fund | Investment Analyst | Aug 2021 to May 2022 | — |
| Finance Association - CSUF | Director of Outreach | May 2022 to May 2023 | -Recruited employers and organized the first-ever Finance Association hiring event -Hosted Alumni spotlight club meetings |
Education
California State University, Fullerton
Bachelor of Arts - BA, Finance
2020 — 2024
Skills & Expertise
Others at Anfield Capital Management, LLC (3)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Winston-Salem, NC , United States | |
K Kevin Vanderbilt | Portfolio Strategist | Chicago, IL , United States |
R Ray Cheesman | Head of Research | Edwards, CO , United States |
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| Portfolio Strategist | First Foundation Advisors | Los Angeles, CA , United States | |
S Sherry Lindley | VP, Real Estate Portfolio Manager | First Foundation Advisors | Rancho Santa Margarita, CA , United States |