Steve Wang is the Chief Investment Analyst with EisnerAmper Wealth Management & Corporate Benefits, LLC. He has more than 25 years of investment research, portfolio management, and credit analysis experience. Steve’s primary responsibilities include directing the investment research process and supervising the efforts of the investment management team, which includes strategic research and structure design of equity and fixed income portfolios, asset allocation optimization, and customized investment policy statements.

Steve has a bachelor’s degree in business with an emphasis in banking and finance from Tamkang University and a Master of Science (MS) degree with an emphasis in investment management from Pace University. He holds the designation of Chartered Financial Analyst® (CFA®) and is a member of CFA Institute and New York Society of Security Analysts (NYSSA).

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Please Note: EisnerAmper Wealth Management & Corporate Benefits, LLC and its employees do not serve in the capacity of an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.

Degrees & licensing

  • Chartered Financial Analyst® (CFA®)
  • Series 7
  • Series 24
  • Series 66
  • Series 65, Registered Investment Advisor (RIA)

Areas of Specialization

  • Investment Research
  • Portfolio Management
  • Financial Planning
  • Investment Advisory Services

Professional Activities

  • CFA Institute