(866) 818-4472

Open Account Client Login

Amy Wong

Chief of Staff & SVP, Institutional Services & Operations

Amy Wong photo

As Chief of Staff and SVP, Institutional Services & Operations, Amy is responsible for managing PENSCO mergers and acquisitions, the Alternative Asset Investment Office, and leads the overall institutional support team. Prior to joining PENSCO in 2011, Amy served as Executive Vice President of Operations for LPL Financial and  Vice President of Operations for Bank of America.

Amy is a San Francisco native and attended San Francisco State University, studying finance. She is a true world traveler (having accumulated over 1 million miles flying), an avid badminton player and a wine aficionado.