Graduate School of Management

Steve Ng, CFA

Visiting Assistant Professor of Finance
M.B.A., Boston University
B.A., Brandeis University
Curriculum Vitae for Prof. Ng

Research Interests

Capital Markets
Portfolio Management
Investment Strategies, particularly dividend paying stocks
Wealth Management

Teaching Courses

Investment Fund
Corporate Finance

Professional & Academic Experience

Steve Ng is a Chartered Financial Analyst (CFA) and has 19 years of experience working in senior positions at Fidelity Investments (Director), Putnam Investments (Senior Vice President), and MFS Investment Management (Vice President).  He was an investment consultant at these investment firms working closely with marketing/product managers, research analysts, portfolio managers, and institutional clients.  Steve is currently a Principal at Woodland Investment Consultant, an independent financial advisory firm for high net worth individuals and corporate retirement plans.

Steve is an Investments instructor at Fidelity Investments.  He teaches Investments and Corporate Finance at the Boston Security Analysts Society’s CFA Review Program.  Steve has taught investments and corporate finance at the School of Management at Boston University and Boston College.