Marsha Jong
Senior Portfolio Manager @Empirical Wealth Management
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WORK HISTORY
Senior Portfolio Manager @Empirical Wealth Management
Design and manage tailored investment strategies for ultra-high-net-worth individuals and families, aligning portfolio construction with their unique financial goals, risk tolerance, and long-term objective.
EDUCATION
University of Southern California
Bachelor of Science
ABOUT MARSHA JONG
Accomplished investor and leader with over 15 years of experience managing global ETFs and institutional assets and leading high-performing teams. Marsha has a proven track record of delivering top-tier fund performance and leading transformational growth in the equity index business. Marsha is passionate about educating and engaging with clients on investment solutions and strategies, product differentiation, and thought leadership in the areas of asset management, equity investing, portfolio optimization, trading strategies, and risk management. Marsha also enjoys mentoring and developing talent across organizational levels, fostering a culture of collaboration, innovation, and excellence.Expertise includes: Exchange Traded Funds (ETFs), Passive and Active Investing, Asset Management, Public Equity, Portfolio Construction and Management, Fintech, Smart Beta, Factor Investing, Investment Strategy, Institutional Clients, Mutual Funds, Equity Research, Real Estate, Entrepreneurship, and Client Education.
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