Steve Ng, CFA

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

Practice Areas

Wealth Management
Capital Markets
Portfolio Management
Investment Strategies

Teaching Courses

Corporate Finance;  Financial Management;  Investments;  Capital Markets;  Portfolio Management;  International Finance;  Student Managed Portfolio;  Business Law;  Business Communication;  Public Speaking

Professional & Academic Experience

VISITING FACULTY

Harvard University, Extension School, 2019 - present

Wuhan University in Wuhan, China (2019); Hefei University of Technology in Hefei, China (2018);
National Taipei University of Technology in Taipei, Taiwan (2017)

Hult International Business School (2019); Northeastern University (2013-2015); Boston College (1995-1996);  Boston University (1993, 2005)

FINANCIAL SERVICES

CHARTERED FINANCIAL ANALYST (CFA)
CFA Society Boston / Kaplan CFA Review Program, 1992 - present
Boston University CFA Review Program, 1997 - 2002

WOODLAND INVESTMENTS, 2008 – present
Founder and Portfolio Manager, Independent Financial Advisor

MFS INVESTMENT MANAGEMENT, 2005 – 2008
Vice President, INSTITUTIONAL ADVISORS

PUTNAM INVESTMENTS, 2000 – 2004
Senior Vice President, INSTITUTIONAL RETIREMENT SERVICES

FIDELITY INVESTMENTS, 1995 - 2000
Director, FIDELITY MANAGEMENT & RESEARCH COMPANY AND INSTITUTIONAL SERVICES           

STATE STREET BANK & TRUST COMPANY, 1989 - 1995
Vice President – Commercial Lender, CORPORATE BANKING  

Summary

Steve Ng is a Chartered Financial Analyst (CFA) and has extensive investment experience.  He began his career as a corporate banker at State Street Bank (Vice President).  Then he worked in investment firms; Fidelity Investments (Director), Putnam Investments (Senior Vice President), and MFS Investment Management (Vice President).  He was an analyst and investment consultant working closely with marketing, portfolio managers, and institutional clients.  Steve is currently a Portfolio Manager and Founder at Woodland Investment, an investment management firm.

Steve is an Associate Professor of Practice at Clark University and a guest faculty at Harvard University Extension School.  He has taught in CFA Review Programs and has  experience teaching overseas at Hefei University of Technology and Wuhan University.