Marjorie Wang

Marjorie Wang Email and Phone Number

Wealth Manager @ Wealthhouse Advisors
Marjorie Wang's Location
Livingston, New Jersey, United States, United States
About Marjorie Wang

At Wealthhouse Advisors, my goal is to give my clients access to institutional quality investments that most accredited investors or high-net-worth individuals currently do not have access to. What is my investment philosophy? -Take advantage of the illiquidity premium: one of the greatest risks in private alternative investments is illiquidity. But that illiquidity is also the greatest source of potential outperformance. If you’re willing to put aside a portion of your total portfolio to diversify into alternatives, that portion can work towards earning an illiquidity premium. -Leveling up your investing: think about university endowments, sovereign wealth funds, and the greatest money managers. They have access to institutional quality funds that have minimum investments that far outpace our individual capacities. Once they achieved a certain level of wealth, they leveled up their investing to the funds that became available to them. -Diversify your financial professionals: our firm’s philosophy is to work with our clients on the portion of their portfolio allocated to private alternative investments. Our clients continue to work with their current advisors to manage the publicly traded portion of their portfolio, and they come to us for smaller, private deals in real estate, oil and gas, or venture capital. So, whether you are looking to diversify your portfolio, generate income, or enhance your returns, I can help you find potential investment options for your individual needs.

Marjorie Wang's Current Company Details
Wealthhouse Advisors

Wealthhouse Advisors

View
Wealth Manager
Marjorie Wang Work Experience Details
  • Wealthhouse Advisors
    Wealth Manager
    Wealthhouse Advisors Jan 2022 - Present
    Livingston, Nj
    -Provide investment recommendations based on client's financial situation, investment objectives, and sophistication -Conduct due diligence on prospective and existing alternative investment funds, across asset classes including real estate, oil and gas, and venture capitalExpand client education program through an ongoing webinar series, covering alternative investment funds and structured products-Streamline back office business activities and design workflows for collaboration between team members
  • Commonfund
    Financial Analyst
    Commonfund Jun 2021 - Jan 2022
    Nyc, Ny
    -Assist with managing client portfolios in asset allocation modeling, portfolio construction, portfolio rebalancing, reporting, and risk management-Conduct month-end portfolio review, rebalance client portfolio, cash flow analysis
  • Wealthhouse Advisors
    Associate Financial Advisor
    Wealthhouse Advisors Feb 2019 - Jun 2021
    Millburn, Nj
    -Provide investment recommendations based on client's financial situation, investment objectives, and sophistication -Conduct due diligence on prospective and existing alternative investment funds, across asset classes including real estate, oil and gas, and venture capital-Expand client education program through an ongoing webinar series, covering alternative investment funds and structured products-Streamline back office business activities and design workflows for collaboration between team members
  • Chase
    Licensed Banker
    Chase Jul 2018 - Feb 2019
    South Plainfield, New Jersey, United States
    -Deepen relationships with clients and develop tailored product and service recommendations-Provide financial counseling to strengthen customer relationships and increase client satisfaction and retention

Marjorie Wang Education Details

Frequently Asked Questions about Marjorie Wang

What company does Marjorie Wang work for?

Marjorie Wang works for Wealthhouse Advisors

What is Marjorie Wang's role at the current company?

Marjorie Wang's current role is Wealth Manager.

What schools did Marjorie Wang attend?

Marjorie Wang attended Nyu Shanghai.

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