Andrew Tong

Analyst-Fixed Income at Capital Advisors Group, Inc.

Finance

Consumer Services

Profile

Mr. Andrew Tong, CFA, is Senior Analyst at Capital Advisors Group, Inc. He joined the firm in 2007.
As part of the research team, he is responsible for conducting research and analysis of approved credits and maintaining the approved credit list.
He also provides analytical support to the Trading and Portfolio Management team.
Mr. Tong received his Bachelor’s degree in Quantitative Economics from Tufts University.
He is a CFA charterholder and member of the Boston Security Analysts Society.

Andrew Tong active positions

Companies	Position	Start
Capital Advisors Group, Inc. Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations.	Analyst-Fixed Income	2006-12-31

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Training of Andrew Tong

Tufts University

Undergraduate Degree

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Linked companies

Private companies	1
Capital Advisors Group, Inc. Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group, Inc. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Benjamin Campbell in 1991 and is principally owned by Benjamin K. Campbell Trust of 2011, the Campbell Family 1998 Irrevocable Trust, and the Campbell Family 2019 Irrevocable Trust. Capital Advisors Group provides portfolio management services to institutional investors, such as corporations, charitable institutions, and foundations.	Finance