Orina Chang

About Orina Chang

Dedicated financial professional leveraging a comprehensive background in private equity, hedge funds, and real estate investments to provide strategic asset management solutions to institutional investors and high-net-worth families. Most importantly, harnessing the full spectrum of resources available at Morgan Stanley to craft investment strategies that maximize financial growth while minimizing risk. Orina Chang started her career in institutional investment management investing in alternative assets since 1995 as an investment analyst and a portfolio manager. Leveraging Morgan Stanley’s products and services (including Morgan Stanley Investment Bank, Investment Management and Private Banks), Orina Chang works with institutional investors to customize their alternative investment portfolios and meet their capital needs. She also helps Mandarin speaking ultra-high net-worth families with tax-efficient cross-border wealth transfer and asset management. Orina Chang is a strong believer of education as one of the best ways to achieve social-economic equality. As such, she set up the Orina Chang Scholarship at Columbia University, sits on the Board of Visitors at Columbia University, School of General Studies, advisory board of Junior Economic Club, and is a member of Columbia University’s 1754 Society, where she is leaving a portion of her legacy to help the University run its higher education. During her free time, Orina Chang is committed to promoting financial literacy through frequent speaking engagements on risk management in personal investments. Having both institutional and private wealth asset management experiences allow her to develop a unique approach to risk management. She believes that a properly defined investment time horizon, rather than reducing volatility, is a better way to help manage portfolio risk without sacrificing potential returns unnecessarily. Born in Taiwan and raised in California, Orina now lives on the Upper East Side in Manhattan with her family. She enjoys yoga, reading Chinese literature, dining and traveling with friends and family.

Experience

1. Alternative Investments Director Senior Portfolio Manager International Client Advisor

   Morgan Stanley

   Dec 2016 — Present

   Manage discretionary stock investments for clients - Select hedge funds and private equity funds for clients - Help clients access Morgan Stanley Private Banks\' lending programs - Single contact point for all Morgan Stanley\'s services, products, and resources ©2023 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: The investments listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments and encourages investors to seek the advice of a Financial Advisor. The appropriateness of a particular investment will depend upon an investor\'s individual circumstances and objectives. Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Portfolio Managers are Financial Advisors with Morgan Stanley participating in the Morgan Stanley Portfolio Management program. The Portfolio Management program is an investment advisory program in which the client’s Financial Advisor invests the client’s assets on a discretionary basis in a range of securities. The Portfolio Management program is described in the applicable Morgan Stanley ADV Part 2, available at or from your Financial Advisor. NMLS# 16•••85

Education

• Columbia University in the City of New York

  Bachelor of Arts (B.A.), East Asian Studies

  1999 — 2001

• Columbia Business School

  MBA, Finance, Value Investing

  2002 — 2004