Timothy Ng
Senior Vice President
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.
