Ph.D. and M.B.A., finance, The University of Chicago Graduate School of Business; B.S., mathematics, The University of Chicago
Summary of Experience:
A specialist in finance and securities, Dr. Wong has managed teams supporting academic affiliates and industry leaders in cases involving securities fraud, bankruptcy, suitability analysis, portfolio management, mortgage lending practices, accounting analysis, and financial statement analyses. He has extensive experience analyzing corporate bonds, structured finance instruments, and credit derivatives. Dr. Wong has worked on litigations and SEC investigations on behalf of large financial institutions and corporations. Recent engagements include work in legal disputes relating to securities lending, mutual funds and other commingled investment pools, suitability claims, and structured finance instruments. He has also worked on class certification and intellectual property matters.
Dr. Wong joined Analysis Group from Chicago Partners in 2006, and has played a key role in the development and growth of the firm’s Chicago practice. Dr. Wong is a member of the American Finance Association. He has also published research on entrepreneurship and the financing of new firms.
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