Timothy Ng
Senior Vice President, Investment Director
Tim services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring. He is a voting member of Research Forum. Prior to joining the firm in 2021, Tim was a Managing Director/Chief Investment Officer at Clearbrook Global Advisors, LLC. His industry experience also includes options and derivatives trading at Smith Barney and Oppenheimer & Co., portfolio and risk management involving traditional and alternative assets for family offices, corporations and financial institutions in the US, Europe, Asia and South America. Tim earned a BA in Finance from Stony Brook University and his MBA from Long Island University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
