Steven Kang Email & Phone Number

New York, United States

• As Director in the Investment Solutions Group Capital Markets Platform & Product Development team, I work hard to support the team and lead new projects to contribute to the business management and strategy for capital.
• Analyze and provide insights and identify opportunities on information and data from the wealth management business through data analytics, business strategy and product development.
• Relate "hands-on" experience from past roles as financial advisor, senior institutional sales/account and relationship manager on equities and market knowledge in capital markets to improve productivity and efficiency.

New York City Metropolitan Area

• Building a goals based wealth management practice with focus on financial planning and small business development and solutions. Specialized in retirement, trust/estate and education planning, banking and lending.
• Company designated Personal Investment Advisor and Merrill Lynch certification for alternative investments.
• Advising clients applying past 25 years experience interacting with hedge, mutual, and pension funds, I construct strategies and recommend various investment vehicles and third party investment funds building tailored.
• Goals based wealth management approach through financial planning, developing investment strategies and building portfolios that match the client’s goals utilizing proprietary tools (Wealth Outlook & Personal Wealth.
• Providing individuals and small businesses a fully integrated financial service from trust and estate planning, insurances, mortgage and lending solutions, retirement and education planning.
• Advising and providing insight in Tech, Internet, Consumer sectors for specific clients and colleagues.

Greater New York City Area

• Institutional Sales for International Equities to North American client base ranging from hedge funds, mutual funds, pension funds. I helped built an institutional business in Emerging and Developed International.
• Account management and developing key accounts where the firm has limited penetration: Artisan Partners, American Century, Capital Group, Franklin Templeton, Fidelity, GQG, Invesco & OppenheimerFunds, Lazard, Matthews.
• Producing thematic and cross sector strategy commentaries for sales and trading with focus on Tech/Internet, Consumer. Also mentoring and developing junior sales with a team approach for large account matrix coverage.

New York

• Senior Institutional Sales for Asian Pacific markets to North American institutional accounts from hedge funds, mutual funds, and pension funds. Also involved in cross product sales for fixed income products and equity.
• Global Account Manager for Franklin Templeton (improved ranking to top 10) with deep and broad connectivity. Also served as Senior Account Manager for MSIM, TIAA, AB Global, American Century, Blackrock, Discovery.
• Developing portfolio strategies recommendations focused on fundamental research including both macroeconomic and bottom up company analysis with sector sales focus on Tech/Internet, Consumer. * Successful cross-selling.
• Actively managing and mentoring junior sales account coverage for the Chicago and Toronto area.

Greater New York City Area

• Senior Institutional Sales for North American institutional accounts from hedge funds, mutual funds, pension funds for Asian Pacific markets. Also Delta 1 cross product sales. Involved in investment field trips and.
• Global Account Manager for Franklin Templeton (top 10 in Asia and Japan) and AB Global (top 10-15 in 3 years).
• Account Manager TIAA (top 10-15) and American Century (from not ranked to top 15 in 3 years).
• Actively cross-selling firm products; Delta One, prime brokerage, capital introductions and liaised with global ECM in equity product offerings for Capital Group, Invesco, hedge funds and initiating and developing.
• Initiating Corporate Access events including Pan Asian Tech and Internet & Media tours and regional Consumer tours.
• Actively managing all analyst-marketing trips and coordinating NDR for sales desk with corporate clients.

Greater New York City Area

• Korean specialist sales with coverage in NY/Boston/East Coast servicing clients including hedge and mutual funds.
• Specialist engaging clients in both equities and fixed income as an integral member of a top 5 ranked equities team.
• Initiated coverage of hedge funds such as Tiger, Soros, Oaktree and mutual/pension funds such as Templeton, TIAA CREF, OppenheimerFunds. Actively managed investor trips to specialty country advice.

Seoul, South Korea

• Specialist analyst on overseas institutional research desk; identifying investments for foreign institutional client base.
• Focus on Tech, Telecom, Consumer sectors with coverage on Samsung Electronics, SK Telecom, Hyundai Motor.
• Research coverage and company visits with overseas institutional clients from North America.