Graduate School of Management

Steve Ng, CFA

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

Research Interests

Wealth Management
Capital Markets
Portfolio Management
Investment Strategies

Teaching Courses

Corporate Finance
Capital Markets
Investment Strategies

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 managing assets for high net worth individuals and corporate retirement plans.

Steve teaches Market Organizations, Equity Investments and Corporate Finance in CFA Review Programs.  He has taught at the Boston University School of Management and Northeastern University Graduate School of Management.  Steve is a member of the Boston Security Analysts Society, CFA Institute, and the Boston Economic Club.