Profile
Agnes L.
Hong worked as a Portfolio Manager at Barclays Global Investors NA in 2008.
From 2009 to 2018, she worked at Charles Schwab Investment Management, Inc. as a Vice President & Senior Portfolio Manager.
In 2018, she joined Vanguard Advisers, Inc. as a Senior Portfolio Manager and worked there until 2022.
In the same year, she became the Chief Investment Officer at Vestmark Advisory Solutions, Inc. Ms. Hong completed her undergraduate degree at The University of New South Wales and earned an MBA from The Wharton School of the University of Pennsylvania in 2001.
Former positions of Agnes Hong
| Companies | Position | End |
|---|---|---|
Vestmark Advisory Solutions, Inc.
 Vestmark Advisory Solutions, Inc. Investment ManagersFinance Vestmark Advisory Solutions, Inc. (VAS) is a SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by David Littleton and Alexander Morris in 2014. They are wholly owned by Vestmark, Inc. VAS provides investment advisory services to institutional clients, inclusive of financial institutions, broker-dealers, registered investment advisors and others who manage their own investors’ accounts or portfolios. | Chief Investment Officer | 2022-12-31 |
Vanguard Advisers, Inc.
 Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Portfolio Manager-Equities | 2021-12-31 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Portfolio Manager-Equities | 2018-01-31 |
| Barclays Global Investors NA | Corporate Officer/Principal | 2008-12-30 |
Training of Agnes Hong
| The University of New South Wales | Undergraduate Degree |
| The Wharton School of the University of Pennsylvania | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
| Barclays Global Investors NA | Finance |
Vanguard Advisers, Inc.
Vanguard Advisers, Inc. Investment ManagersFinance Vanguard Advisers, Inc., (VAI) is a SEC-registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded in 1995 and is a direct subsidiary of Goliath, Inc., which is in turn a subsidiary of The Vanguard Group, Inc. VAI offers an investment advisory service through Vanguard Institutional Advisory Services (VIAS). VIAS provides investment advisory and administrative services primarily to institutional clients such as endowments, foundations, employee benefit plans and trusts, and family offices. | Finance |
Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc. Investment ManagersFinance Vestmark Advisory Solutions, Inc. (VAS) is a SEC-registered investment advisor headquartered in Jersey City, New Jersey. The firm was founded by David Littleton and Alexander Morris in 2014. They are wholly owned by Vestmark, Inc. VAS provides investment advisory services to institutional clients, inclusive of financial institutions, broker-dealers, registered investment advisors and others who manage their own investors’ accounts or portfolios. | Finance |
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