Nicholas Kong
About Nicholas Kong
Nicholas Kong serves as the Assistant Vice President and Wealth Advisor at City National Bank, a position he has held since 2019. He has a background in finance and investments, with previous roles at City National Rochdale and the City University of New York.
Work at City National Bank
Nicholas Kong has served as Assistant Vice President and Wealth Advisor at City National Bank since 2019. In this role, he provides financial advisory services to clients in the Greater New York City Area. His responsibilities include developing investment strategies and managing client portfolios to meet their financial goals. His tenure at City National Bank has spanned five years, during which he has contributed to the bank's wealth management services.
Previous Experience at City National Rochdale
Before his current position, Nicholas Kong worked at City National Rochdale. He held the position of Portfolio Design Analyst from 2017 to 2019, where he focused on creating and optimizing investment portfolios. Prior to that, he served as a Portfolio Design Assistant from 2015 to 2016. His experience in these roles provided him with a strong foundation in portfolio management and investment analysis.
Research Analyst Role at City University of New York
Nicholas Kong worked as a Research Analyst at the City University of New York from 2012 to 2015. In this capacity, he conducted research and analysis to support academic projects. His role involved gathering data, analyzing trends, and presenting findings to faculty and stakeholders. This experience enhanced his analytical skills and understanding of financial research methodologies.
Education and Expertise
Nicholas Kong earned a Bachelor of Business Administration (BBA) in Finance and Investments from Baruch College, City University of New York, from 2012 to 2015. His academic background provided him with a solid understanding of financial principles and investment strategies. Additionally, he studied Accounting at Adelphi University for one year in 2011-2012, further broadening his financial expertise.
High School Education
Nicholas Kong completed his high school education at Brooklyn Technical High School, where he achieved an Advanced Regents Diploma with Honors in Law & Society from 2007 to 2011. This foundational education contributed to his analytical skills and critical thinking abilities, which are essential in his current professional roles.