Karen Wong is Managing Director and Head of Equity Portfolio Management at Mellon Capital. With over 17 years of experience, she is responsible for overseeing all equity indexing and beta strategies, including exchange traded funds (ETFs).
Karen is also responsible for the refinement and implementation of the equity portfolio management process as well as the development and launch of the Carbon Efficiency Strategy, the firm’s first green beta product. Prior to joining Mellon Capital, she worked as a security analyst at Redwood Securities.
Karen is a member of Mellon Capital’s Senior Management Committee, Investment Management Committee, Risk Management Committee, Fiduciary Committee, Trade Management Oversight Committee and ESG Committee.
Karen also holds memberships with the S&P Index Advisory Panel, Russell Index Client Advisory Board, MSCI Index Client Advisory and FTSE Americas Regional Advisory Committee.
Karen received her M.B.A. in Finance from San Francisco State University. She is a member of the CFA Institute and the CFA Society of San Francisco.