Marn Chong
Consultant, Portfolio Management & Consulting @Mariner
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WORK HISTORY
Consultant, Portfolio Management & Consulting @Mariner
Onboard independent advisors by delivering thoughtful, actionable portfolio recommendations designed for long-term management by our portfolio and administration teams- Serve as a primary investment expert for advisor teams, spearheading complex research requests and providing guidance on Mariner’s platform and products- Drive business development by creating and consulting on investment proposals for advisors, providing the strategic analysis needed to improve prospect close rates- Collaborate across Mariner investment teams to bring the best of Mariner\'s best-in-class capabilities to independent advisor consulting relationships
EDUCATION
Samford University
Bachelor’s Degree, Finance, General
SMK Damansara Jaya
High School
INTI
American Degree Transfer Program
ABOUT MARN CHONG
Marn is the Senior Investment Analyst at Patterson Andrews Wealth Management, specializing in portfolio management, equity research, and trading since joining the firm in 2024. As a graduate of Samford University with a degree in Finance, Marn holds several professional licenses including Life & Health, Series 7, and the CFA® designation. Known for his adaptability, Marn thrives in PAWM\'s collaborative environment, dedicated to helping clients manage their wealth wisely and find tailored financial solutions.
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