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Lauren Wong

Managing Principal, Portfolio and Wealth Manager

Tandem Capital Management Inc

United States, New Jersey, Woodcliff Lake

About Me

Lauren L. Wong, CFA®, CPWA® has over 30 years of experience in investments and wealth management. After earning her MBA degree in Finance from New York University, Lauren began her career at AT&T (the former Ma Bell). Her investments experience at AT&T included portfolio-manager evaluation, portfolio analysis, and asset allocation responsibilities for its pension trust and AT&T Foundation. Her involvement with pension investments led to her interest in stock research and selection, an opportunity Oppenheimer & Co. offered to her. At Oppenheimer, Lauren analyzed and recommended stocks to portfolio managers and individual investors. With experience in both pension investment

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Profile Information

Managing Principal, Portfolio and Wealth Manager

Tandem Capital Management Inc

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Woodcliff Lake

New Jersey

United States

Sep 24, 2025

Work Experience

Tandem Capital Management Inc

Managing Principal, Portfolio and Wealth Manager Present
Email: lauren@tandemcapitalmgmt.com

Columbia Engineering

Chair Emerita of Columbia Engineering's Board of Visitors.

CFA Institute

Member Present
Email: lauren@tandemcapitalmgmt.com

CFA Society New York

Member Present
Email: lauren@tandemcapitalmgmt.com

Financial Planning Association

Member Present
Email: lauren@tandemcapitalmgmt.com

Investments & Wealth Institute®

Member Present
Email: lauren@tandemcapitalmgmt.com

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