Our capital markets people. Our “watchful eyes” on the markets.
Jian Wong, Research Analyst
Jian provides research and analysis for our Investment Committee and support for Forté’s 401k platform.
Jian received his BS and MS in Chemical Engineering and a BA in Economics from the University of Rochester (Phi Beta Kappa) and holds a Master’s degree from Stanford University.
Sonu has a wealth of experience in all aspects of portfolio management, research and trading. He has worked in the both the broker/dealer and RIA businesses. As a member of Forté’s Investment committee he provides equity analytics and commentary. In addition, he is a trader for the firm, and provides client services.