Profile
Mr. Ray Wong is Vice President-Operations at Avalon Advisors LLC.
Mr. Wong joined Avalon in April 2001.
He served as the Head of Equity Trading for over 6 years and was also an Equity Analyst.
started his career in finance in 1998 as a Series 7 and Series 66 licensed financial planner at Prudential.
He then joined Morgan Stanley in 1999 and worked for several of Avalon’s Founding Partners as an equity trader.
Mr. Wong graduated from Baylor University in 1996.
Former positions of Ray Wong
| Companies | Position | End |
|---|---|---|
| PRUDENTIAL PLC | Corporate Officer/Principal | - |
| MORGAN STANLEY | Corporate Officer/Principal | - |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Corporate Officer/Principal | - |
Training of Ray Wong
| Baylor University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 2 |
|---|---|
| PRUDENTIAL PLC | Finance |
| MORGAN STANLEY | Finance |
| Private companies | 1 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
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