On the Stage, Behind the Scenes and In the Audience
Nadine Wong is an Executive Director and Sports & Entertainment Director with Morgan Stanley Private Wealth Management in New York since 1991. As a Family Wealth Director, she focuses on helping to empower clients to achieve financial success through customized asset allocation, manager selection, risk management and value added services. Her client base includes individuals, family offices and foundations.
The key driver to her success is to “know your client”. She communicates with clients to define their objectives and help meet their goals by delivering a comprehensive, customized wealth management plan, emphasizing global diversification, tax efficiency and risk management. Nadine provides sophisticated strategies to help clients maintain purchasing power and enhance their wealth so they can focus on the people, passions and philanthropies that add meaning to their lives. She is proficient in areas of estate planning strategies, wealth succession, alternative investments, and philanthropy.
In 2017, Financial Times recognized Nadine as one of the Top 400 Financial Advisors and one of only fifty-six in New York State. Forbes named her in its inaugural list of America’s Top Women Wealth Advisors 2017, Five Star Wealth Advisors published in New York Magazine 2017 and the 2017 Outstanding 50 Asian Americans in Business. Morgan Stanley honored her with the inaugural 2014 Women of Achievement MAKERS award for her leadership, ethics and professionalism. She earned Registered Rep’s Top 50 Women Wirehouse Advisors 2011-2013. Barron’s named her on the Top 100 Women Financial Advisers in the United States 2006-2010 and Top 100 New York Financial Advisors 2009.
Nadine creates special events connecting Entertainers and Morgan Stanley clients, which raises awareness and funds for non-profits including Second Stage Theater, Young Playwrights Inc., American Repertory Theater, the Drama League, the Hispanic Federation, Stuttering Association for the Young, and Creative Arts Team.
Nadine received her B.A. from the University of California at Berkeley and M.B.A. from Columbia University. She Co-Chairs the Multicultural Networking Group, Co-Founder of “Out on Broadway “ LGBT annual panel, serves on the Alternatives Investment Advisory Council Board, Vice President of the Drama League Board , Co-Chaired the 2013 Innocence Project Benefit and Co-Chairs the 2017 American Theatre Wing Centennial Gala.