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.
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Wealth ManagerWealthhouse Advisors Jan 2022 - PresentLivingston, 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 -
Financial AnalystCommonfund Jun 2021 - Jan 2022Nyc, 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 -
Associate Financial AdvisorWealthhouse Advisors Feb 2019 - Jun 2021Millburn, 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 -
Licensed BankerChase Jul 2018 - Feb 2019South 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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Marjorie Wang
Montville, Nj -
Marjorie Wang
Milwaukee, Wi2gmail.com, mcw.edu
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