Qianqian He

Wil Wong has over a decade of experience in global markets and multi-asset strategies. His experience covers equities, options, futures, commodities, cryptocurrencies, and fixed income, with a strong focus on identifying long-term investment winners and optimizing after-tax returns.

Wil began his investment management career in 2010 as a trader at a Hong Kong-based family office, where he played a key role in managing significant investment assets, developing a disciplined, research-driven approach to capital allocation and risk management.

Wil also focuses on tax-efficient investment strategies, including tax-loss harvesting and solutions for concentrated stock positions, helping clients preserve and grow wealth across market cycles.

After relocating to the United States with his family in 2024, Wil has continued to expand his asset management practice, bringing a global perspective to his investment strategies.

Wil holds a double major in Mathematics and Economics from the University of California, Berkeley. He is fluent in English, Cantonese, and Mandarin, and has extensive experience working with a diverse client base locally and internationally.