Benedict Wong
Fixed-income Portfolio Manager at Evergreen Investments
Based in Charlotte, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Charlotte
Industry
Financial Services
Company size
147
Contact information
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b•••••••@evergreeninvestments.com
Phone
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Background
About Benedict Wong
Responsible for the management of both Short & Intermediate Tax-Exempt Strategies for individual high net-worth clients/trusts & various organizations/entities totaling fixed-income assets of approximately $1 billion. Specialties: Currently holds FINRA Series 65 (Registered Investment Advisor) Previously Held FINRA Series Licenses: ·Series 7 (General Securities Representative) ·Series 4 (Options Principal) ·Series 24 (General Securities Principal) ·Series 53 (Municipal Securities Principal) ·Series 63 (State Securities License)
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