Andrew Wong

Managing Principal

Andrew Wong

Chicago

Education

Ph.D. and M.B.A., finance, The University of Chicago Booth 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 and industry affiliates in litigation matters involving securities fraud, damages, bankruptcy, suitability analysis, portfolio management, mortgage lending practices, accounting analysis, market manipulation, and financial statement analysis. He has extensive experience analyzing fixed-income instruments, structured finance instruments, and credit derivatives. Dr. Wong has worked on and provided testimony in government regulatory investigations. His recent engagements include work in legal disputes related to structured finance instruments, including residential mortgage-backed securities (RMBS) and collateralized debt obligations (CDOs); securities lending; mutual funds and other commingled investment pools; corporate governance; and investment suitability claims. He has also worked on valuation, class certification, and intellectual property matters.

Dr. Wong joined Analysis Group from Chicago Partners in 2006, and has played an instrumental role in the development and growth of the firm’s Chicago practice. He is a member of the American Finance Association and has published research on bankruptcy and the financing of new firms. Dr. Wong is a board member of One Million Degrees, a Chicago-based nonprofit organization.

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