![Agnes Hong](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 VAS performs certain functions designed to provide limited monitoring and approval of managers with whom they enter contracts for the services they offer to sponsors. The firm makes available strategies for managers who purchase and sell securities or recommend the purchase and sale of securities. | Chief Investment Officer | 2022-12-31 |
Vanguard Advisers, Inc.
 Vanguard Advisers, Inc. Investment ManagersFinance VAI’s investment advisory service VIAS relies on information from a wide variety of sources, both public and private, regarding short term and long-term economic and financial market characteristics and trends in formulating investment advice for clients. Their overall investment approach incorporates their investment philosophies while adhering to their fiduciary role in the advisory relationship. The firm’s methodology key features include goal-based methodology and broad diversification of assets. VIAS evaluates a stock portfolio’s mix of active management and index approaches and its exposure to large-, mid-, and small-capitalization stocks, to growth and value stocks, and to US and international companies when they are making recommendations. | Portfolio Manager-Equities | 2021-12-31 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Portfolio Manager-Equities | 2018-01-31 |
Barclays Global Investors NA
 Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | 2008-12-30 |
Training of Agnes Hong
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
85
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Barclays Global Investors NA
Barclays Global Investors NA Investment ManagersFinance Provides investment advice | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
The University of New South Wales
 The University of New South Wales Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vanguard Advisers, Inc.
Vanguard Advisers, Inc. Investment ManagersFinance VAI’s investment advisory service VIAS relies on information from a wide variety of sources, both public and private, regarding short term and long-term economic and financial market characteristics and trends in formulating investment advice for clients. Their overall investment approach incorporates their investment philosophies while adhering to their fiduciary role in the advisory relationship. The firm’s methodology key features include goal-based methodology and broad diversification of assets. VIAS evaluates a stock portfolio’s mix of active management and index approaches and its exposure to large-, mid-, and small-capitalization stocks, to growth and value stocks, and to US and international companies when they are making recommendations. | Finance |
The Wharton School of the University of Pennsylvania
 The Wharton School of the University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Vestmark Advisory Solutions, Inc.
Vestmark Advisory Solutions, Inc. Investment ManagersFinance VAS performs certain functions designed to provide limited monitoring and approval of managers with whom they enter contracts for the services they offer to sponsors. The firm makes available strategies for managers who purchase and sell securities or recommend the purchase and sale of securities. | Finance |
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