Nadine Wong
Nadine Wong has been with Morgan Stanley Private Wealth Management since 1991. She provides sophisticated strategies to help clients maintain purchasing power and enhance their wealth, delivering a comprehensive wealth management plan that emphasizes global diversification, tax efficiency, and risk management. Wong is a recognized expert in estate planning strategies, wealth succession, alternative investments, and philanthropy. She works directly with high net worth individuals, multigenerational families, and foundations.
Nadine Wong Professional Experience / Academic History
Professional Experience
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Executive Director, Family Wealth Director, Global Sports and Entertainment Director, and Private Wealth Advisor
Academic History
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BA in Architecture
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MBA in Finance and Marketing
- As a Family Wealth Director, Wong focuses on helping to empower clients to achieve financial success through customized asset allocation, manager selection, risk management, and value-added services.
- Her clients include individuals, family offices, and foundations, along with Tony, Oscar, Grammy, Emmy, and MacArthur Award recipients.
- She creates special events connecting Entertainers and Morgan Stanley clients, which raises awareness and funds for nonprofits.
CURRENT APPOINTMENTS
- Co-Founder of Out on Broadway
- Co-Chair of the Multicultural Networking Group
- Co-Chair of the 2017 American Theatre Wing Centennial Gala
- Member of the Alternatives Investment Advisory Council Board
- Member of the Drama League Board
AWARDS AND RECOGNITIONS
- In 2017, Financial Times recognized Wong as one of the Top 400 Financial Advisors and one of only fifty-six in New York State.
- Forbes named her in its inaugural list of America’s Top Women Wealth Advisors.
- New York Magazine awarded her Five Star Wealth Advisors in New York and Outstanding 50 Asian Americans in Business.
- Morgan Stanley honored her with the inaugural 2014 Women of Achievement MAKERS award for her leadership, ethics, and professionalism.
- She earned Registered Rep’s Top 50 Women Wirehouse Advisors 2011-2013.
- Barron’s named her on the Top 100 Women Financial Advisers in the United States 2006-2010 and Top 100 New York Financial Advisors 2009.
- Forbes named her to their Best-in-State Wealth Advisors list in 2018 and 2019.
- She was a two-time game show winner of Classic Concentration and Win, Lose or Draw and former Fashion Model with the prestigious Ford Modeling Agency.