Nancy Hong

Nancy Hong is a Senior Associate at SYON Capital LLC, based in San Francisco, CA, where she plays a pivotal role in delivering private wealth management services. She specializes in client service management, focusing on account administration, operational efficiency, and personalized support for individuals and families. Her responsibilities involve assisting with the firm's holistic financial strategies and supporting advisors in optimizing clients' capital.

At SYON Capital, Nancy’s expertise extends to private wealth management, and she works closely with clients across a broad spectrum of asset classes, leveraging her background in banking and loan operations. Before joining SYON Capital in September 2022, Nancy built her career at Bank of America, moving from operational roles to a leadership position as Senior Client Advocate in the Home Loan department, and later worked with Merrill Private Wealth Management.

Nancy holds a Bachelor of Science in Business Administration with a focus in Marketing from San Francisco State University. She is also a State Certified Notary Public, fluent in English and Vietnamese, and is currently pursuing her Series 65 license. Her professional approach emphasizes operational excellence, exceptional client service, and tailored solutions across the private wealth management space.