Jervis Wong

Jervis L. Wong

Chief Analyst

Jervis L. Wong, Chief Analyst An SEC Registered Investment Advisor, with offices at 216 Route 299 Highland, NY.Jervis currently serves as Chief Analyst of Focused Wealth Management’s Investment Committee where he assists the advisors in developing investment strategies, conducting research, and supporting the firm’s investment process.

Jervis joins us from Vastardis Capital Services in New York City where his focus was in risk management, performance analysis, and implementing various hedging strategies for his fund of hedge fund and university endowment clients. His expertise spans across multiple investment products including equities, fixed income, futures, options, OTC swaps and foreign currency forwards.

Prior to Vastardis, Jervis worked in the exchange-traded-funds group at BNY Mellon. His responsibilities included variance analysis of portfolios compared to index benchmarks and initializing daily portfolio rebalances. The funds he covered were and continue to be some of the most widely traded ETFs in the marketplace. Jervis worked closely with ETF providers and served as a subject matter expert for multiple trade technology advances, for this work he was awarded the BNY Mellon Asset Servicing Outstanding Performance Reward.

Mr. Wong received his B.A. in Economics from Emory University and is also fluent in Mandarin Chinese.