Anna Wong

Anna Wong is a Portfolio Manager at Lyell Wealth Management, LP, based in San Jose, CA. She brings over 15 years of experience in investment management, specializing in customized portfolio construction, tax-efficient investing, and comprehensive financial planning for high-net-worth individuals and families. Her responsibilities include managing client portfolios, providing strategic investment advice, and collaborating with the firm’s team to deliver holistic wealth management solutions.

Anna Wong’s investment focus spans a broad range of asset classes, including equities, fixed income, alternative investments, and concentrated stock positions, with an emphasis on tailored strategies for entrepreneurs, technology executives, and business owners. She is known for her expertise in navigating complex financial situations, such as executive compensation, estate planning, and multi-generational wealth transfer.

Prior to joining Lyell Wealth Management, Anna held senior roles at BNY Mellon Wealth Management and Atherton Lane Advisers, LLC, where she served as a Portfolio Manager and Wealth Manager. She began her career as a Trust Officer at First Hawaiian Bank. Anna holds a Bachelor of Business Administration in Finance and Marketing from the University of Hawaii, where she graduated summa cum laude, and is a Chartered Financial Analyst (CFA) charterholder. Her contributions to the investment industry include a strong track record of client-focused portfolio management and a commitment to fiduciary excellence.