David Wong, Cfa, Frm
About David Wong, Cfa, Frm
David Wong is the Managing Director of Portfolio Solutions, Manager Research, and Investment Oversight at CIBC Asset Management in Toronto, Ontario, Canada.
Title
David Wong holds the position of Managing Director, Portfolio Solutions, Manager Research, and Investment Oversight at CIBC Asset Management in Toronto, Ontario, Canada. He is also the Managing Director for Investment Management Research at the same organization.
Current Role at CIBC Asset Management
David Wong has been working at CIBC Asset Management in various senior roles. Since 2021, he has served as the Managing Director overseeing Portfolio Solutions, Manager Research, and Investment Oversight. Additionally, since 2016, he has held the role of Managing Director for Investment Management Research.
Previous Experience
Before his current roles, David Wong worked as the Executive Director of Global Investment Management Research at CIBC Asset Management from 2011 to 2016. Prior to joining CIBC Asset Management, he was a Senior Research Analyst at Russell Investments from 2000 to 2011. His tenure at Russell Investments spanned both New York City and Toronto.
Educational Background
David Wong has a solid educational background in finance and risk management. He earned his Honours B.Comm with a minor in Psychology from McMaster University, studying from 1994 to 1998. He later achieved the CFA designation from the CFA Institute between 1999 and 2001. Additionally, he obtained the FRM certification from the Global Association of Risk Professionals in 2006.