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


Lauren Wong
Managing Principal, Portfolio and Wealth Manager
Tandem Capital Management Inc
United States, New Jersey, Woodcliff Lake
About Me
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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