Drawing on over ten years of experience in the financial services industry, Philip Hoang works with affluent families and individuals to create highly customized wealth management solutions based on their needs, goals and challenges. He and his portfolio management team are responsible for directly managing $1 billion in client assets through equity and fixed income portfolios as well as overseeing $2 billion in assets managed by hedge funds, fund of funds, and private equity funds.
From 2010 and 2013 he developed Menlo Park's research platform for outsourcing over $20 billion of client assets to 3rd party investment managers. For his work, in 2011, he was recognized as Morgan Stanley's Western Division Analyst of the Year. Prior to joining Morgan Stanley in 2010, Philip worked as an investment banker for a boutique investment bank in New York, where he led equity and asset based financing solutions. He began his career a biotech analyst for a hedge fund based in San Francisco.
Philip graduated from the University of California with a B.S. in Engineering. He is originally from San Jose and in his spare time works closely with programs which provide vital services to youth particularly in the Menlo Park.
Securities Agent: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative