Profile
Ms. Donna A.
Chong, CFA, is a Senior Associate at Wilshire Associates, Inc.
Ms. Chong joined Wilshire Associates in 2011 and has more than 10 years of industry experience.
Previously, she worked at Northern Trust Global Advisors performing searches, due diligence, and analysis of investment managers across asset classes.
She was later responsible for creating customized multi-manager solutions for ultra-high-net-worth clients and was a voting member of their Investment Committee.
She has also worked at CIBC World Markets as an analyst and at CI Funds where she gained experience valuing mutual funds.
Ms. Chong received a BSc from the University of Toronto majoring in psychology and economics.
She holds the Chartered Financial Analyst designation.
Former positions of Donna A. Chong
| Companies | Position | End |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Analyst-Equity | 01/06/2014 |
Northern Trust Global Advisors, Inc.
 Northern Trust Global Advisors, Inc. Investment ManagersFinance The Northern Trust Company of Connecticut (NTC) is a full service trust company chartered by the State of Connecticut. The firm is a subsidiary of Northern Trust Global Advisors, Inc., which is a subsidiary of Northern Trust Corporation (NADAQ: NTRS). | Corporate Officer/Principal | 01/07/2008 |
| CI Funds | Corporate Officer/Principal | - |
CIBC World Markets Corp.
 CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Corporate Officer/Principal | 01/01/2003 |
Training of Donna A. Chong
| University of Toronto | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Northern Trust Global Advisors, Inc.
Northern Trust Global Advisors, Inc. Investment ManagersFinance The Northern Trust Company of Connecticut (NTC) is a full service trust company chartered by the State of Connecticut. The firm is a subsidiary of Northern Trust Global Advisors, Inc., which is a subsidiary of Northern Trust Corporation (NADAQ: NTRS). | Finance |
CIBC World Markets Corp.
CIBC World Markets Corp. Investment Banks/BrokersFinance Founded in 1969, CIBC World Markets Corp. is a broker/dealer located in New York City. The firm is a subsidiary of the Canadian Imperial Bank of Commerce. The firm provides a range of credit and capital market products, investment banking and merchant banking services in North America and worldwide. They offer a range of advisory services, as well as underwrite debt, credit and equity products for corporate, government and institutional clients. CIBC world Markets Corp. also provides equity products and services, fixed-income services, foreign exchange products and solutions, securitization and credit structuring services, as well as trades and distributes short-term debt instruments. In addition, the firm originates financial solutions including credit products for medium-sized businesses in Canada. They also provide private equity, mezzanine and bridge financing to companies in North America, Europe and Australia. The company is based in New York City | Finance |
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
| CI Funds |
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- Donna A. Chong
