Principal
Current
Nov 2009 - Present
AeroLeads people directory · profile
Carl Choy Email & Phone Number
1 work email found
@ckwhawaii.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Role
Principal
Location
Honolulu, Hawaii, United States
Who is Carl Choy? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Carl Choy is listed as Principal at CKW Financial Group - selected as the Top Advisor in Hawaii by the FT, based in Honolulu, Hawaii, United States. AeroLeads shows a work email signal at ckwhawaii.com and a matched LinkedIn profile for Carl Choy.
Carl Choy previously worked as Senior Vice President at Merrill Lynch, Pierce, Fenner & Smith Inc. and Senior Vice President at Morgan Stanley. Carl Choy holds Bachelor Of Business Administration (Bba), Finance from University Of Hawaii At Manoa.
Company email context
Email format at CKW Financial Group - selected as the Top Advisor in Hawaii by the FT
This section adds company-level context without repeating Carl Choy's masked contact details.
{first}.{last}@ckwhawaii.com
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AeroLeads found 1 current-domain work email signal for Carl Choy. Compare company email patterns before reaching out.
Profile bio
About Carl Choy
CKW awards and achievements:- Ranked a Top 300 Financial Advisor by Financial Times, 2014 and 2015-Top ranked Global Balanced Hybrid 3-year return for Morningstar’s ETF Managed Portfolio Landscape Summary 2013 Q4 report- Ranked in the Top 2% for Morningstar’s Moderate Balanced universe, 2012- Ranked 39th Fastest Growing RIA by Investment News, 2010- Ranked Top 25 Women RIA by Wealthmangement.com, 2012, 2013, 2014 , and 2015- Ranked Hawai’i’s #1 Advisor by Hawai’i Business News, 2006- Opportunistic Global Balanced strategy can be found on several platforms: Envestnet, iShares Connect Program, Fidelity Separate Account Network, Morningstar, eVestmentTeaching and educational experience:- Earned his Certified Investment Management Analyst’s (CIMA) accreditation through the University of Pennsylvania’s Wharton School of Finance in 1993- received his Bachelor’s Degree in Finance from the University of Hawaii at Manoa- Associate faculty for Wharton School of the University of Pennsylvania- Associate faculty for College for Financial Planning Program- Taught “Manager Search & Due Diligence” for Investment Management Consultants Association’s(IMCA)Skills and specialties - Asset Allocation- Strategic Wealth Planning- Estate Planning- Client Strategies- Retirement PlanningCurrent and prior community involvement:- Chair for the YMCA of Hawaii-Metro- Friends of Waikiki Aquarium- Honolulu Police Community Foundation- Finance chair for St. Francis School- Chairman for the Nominating Committee for The Boy Scouts of America – Aloha Council- Served the University of Hawaii Foundation – President’s Club- Hawaii Building and Construction Trades CouncilWork history - CKW: Principal, Co-Founder- Morgan Stanley: Senior Vice-President, Senior Institutional Consultant, regional ESOP Specialist, Estate Planning Consultant and Senior Portfolio Manager- Merrill Lynch: Senior Vice-President of Investments, Institutional Consultant
Listed skills include Asset Allocation, Alternative Investments, Investments, Portfolio Management, and 10 others.
Current workplace
Carl Choy's current company
Company context helps verify the profile and gives searchers a useful next step.
Ckw Financial Group - Selected As The Top Advisor In Hawaii By The Ft
AeroLeads page
4 roles
Carl Choy work experience
A career timeline built from the work history available for this profile.
Senior Vice President
Merrill Lynch, Pierce, Fenner & Smith Inc.
Oct 2008 - Sep 2009
Senior Vice President
Morgan Stanley
Mar 1982 - Oct 2008
Senior Institutional Consultant
Morgan Stanley Dean Witter
Mar 1982 - Oct 2008
1 education record
Carl Choy education
-
University Of Hawaii At Manoa
FAQ
Frequently asked questions about Carl Choy
Quick answers generated from the profile data available on this page.
What company does Carl Choy work for?
Carl Choy works for CKW Financial Group - selected as the Top Advisor in Hawaii by the FT.
What is Carl Choy's role at CKW Financial Group - selected as the Top Advisor in Hawaii by the FT?
Carl Choy is listed as Principal at CKW Financial Group - selected as the Top Advisor in Hawaii by the FT.
What is Carl Choy's email address?
AeroLeads has found 1 work email signal at @ckwhawaii.com for Carl Choy at CKW Financial Group - selected as the Top Advisor in Hawaii by the FT.
Where is Carl Choy based?
Carl Choy is based in Honolulu, Hawaii, United States while working with CKW Financial Group - selected as the Top Advisor in Hawaii by the FT.
What companies has Carl Choy worked for?
Carl Choy has worked for Ckw Financial Group - Selected As The Top Advisor In Hawaii By The Ft, Merrill Lynch, Pierce, Fenner & Smith Inc., Morgan Stanley, and Morgan Stanley Dean Witter.
How can I contact Carl Choy?
You can use AeroLeads to view verified contact signals for Carl Choy at CKW Financial Group - selected as the Top Advisor in Hawaii by the FT, including work email, phone, and LinkedIn data when available.
What schools did Carl Choy attend?
Carl Choy holds Bachelor Of Business Administration (Bba), Finance from University Of Hawaii At Manoa.
What skills is Carl Choy known for?
Carl Choy is listed with skills including Asset Allocation, Alternative Investments, Investments, Portfolio Management, Certified Investment Management Analyst, Investment Management, Mutual Funds, and Wealth Management.
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