Vivian Tang

Vivian Tang is a Senior Portfolio Analyst and shareholder at Wealth Architects, LLC in Mountain View, California, where she focuses on portfolio monitoring, investment research, and trading for a diverse client base. In her current role, Tang plays a key part in constructing and managing customized investment portfolios, integrating both quantitative and behavioral finance principles, and helping clients align their investments with personal values and long-term financial goals. Her work includes a particular emphasis on environmental, social, and governance (ESG) investing, enabling clients to express their values in their portfolios by employing ESG and sustainable investment strategies.

Tang's investment expertise spans global markets, with a focus on risk analysis, asset allocation, and research across multiple asset classes including equities, fixed income, and alternative investments. She has a strong background in ESG investing, behavioral finance, and the design of portfolios for high-net-worth individuals and families.

She holds the Chartered Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM) credentials, and earned her Bachelor of Arts in Economics and International Relations from the University of Southern California. With more than seven years in wealth management and portfolio analytics, Tang is recognized for her rigorous approach to investment analysis and her contributions to advancing best practices in responsible investing.