Profil
Ms. Leslie Hwang is a Vice President & Client Relationship Manager at Magnus Financial Group LLC.
She has over 15 years of investment management experience in the financial services sector, including private banking, private equity and asset management.
She is responsible for supporting the advisory team to help deliver holistic financial planning while maintaining the ongoing client relationship and experience.
Prior to joining Magnus, Ms. Hwang spent six years as the Chief of Staff at KBL Merger Corp.
IV, a special purpose acquisition company (SPAC), where she spearheaded day-to-day business and operations including investor relations, deal sourcing and private company research.
Earlier in her career, she spent six years at J.P.
Morgan Private Bank.
While there, she was promoted several times and held several positions, including project manager, business analyst and wealth advisor.
She started her career in financial services as a Research Associate at SunAmerica Mutual Funds.
Ms. Hwang earned her Bachelor of Business Administration from SUNY Geneseo.
Postes actifs de Leslie Hwang
| Sociétés | Poste | Début |
|---|---|---|
Magnus Financial Group LLC
 Magnus Financial Group LLC Investment ManagersFinance Magnus Financial Group LLC (Magnus) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael Schwartz in 2017 and is wholly-owned by Magnus Financial Holdings LLC, which in turn is majority owned by Magnus Financial LLC. Magnus provides personalized financial counseling and discretionary and non-discretionary investment advisory services to individuals and entities, which include but not limited to, family offices, trusts, estates, businesses and qualified retirement plan sponsors. | Analyst-Equity | 01/10/2021 |
Anciens postes connus de Leslie Hwang
| Sociétés | Poste | Fin |
|---|---|---|
JPMorgan Chase Co. (Investment Management)
 JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Corporate Officer/Principal | 01/10/2004 |
Formation de Leslie Hwang
| State University of New York College at Geneseo | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Magnus Financial Group LLC
Magnus Financial Group LLC Investment ManagersFinance Magnus Financial Group LLC (Magnus) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Michael Schwartz in 2017 and is wholly-owned by Magnus Financial Holdings LLC, which in turn is majority owned by Magnus Financial LLC. Magnus provides personalized financial counseling and discretionary and non-discretionary investment advisory services to individuals and entities, which include but not limited to, family offices, trusts, estates, businesses and qualified retirement plan sponsors. | Finance |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Finance |
