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Phil Wong, CFA, CIPM

CFO | Operator | Investor | Builder | Coach

Phil Wong, CFA, CIPM, is a mission-driven professional with a background in finance, coaching, and entrepreneurship. He holds an MBA from Harvard Business School and a B. Sc. in Mechanical Engineering from Caltech.1 Phil is currently an HBS Executive Coach at Harvard Business School.1 He is passionate about simplifying primary care and believes in data-driven decision making, portfolio diversification, and first-principles thinking for cross-generational investing. Phil's coaching expertise spans across startup founders, investment professionals, and career coaching, which he finds fulfilling.1

His previous roles include:

  • Co-Founder and CFO at Sevi Health1
  • Principal at Korgo1
  • Director at PAAMCO1
  • Principal at PAAMCO Next Gen Technologies1
  • Associate at HSBC1

Highlights

[PDF] ADVANCED FINANCIAL ANALYSIS : FROM DATA TO STRATEGY - IE
Aug 20 · msb.georgetown.edu
A Sustainable Phil-osophy for Food – Georgetown Alumnus Tackles ...
A Sustainable Phil-osophy for Food – Georgetown Alumnus Tackles ...
Jan 1 · nb.com
Phil Wong - Neuberger Berman
Authors | CFA Institute Enterprising Investor
May 17 · hbs.edu
Eight HBS Students Honored for Service to the School and Society
Eight HBS Students Honored for Service to the School and Society

Related Questions

What specific roles does Phil Wong hold at Harvard Business School?
How did Phil Wong transition from finance to coaching?
What are some notable projects Phil Wong has worked on at Sevi Health?
How does Phil Wong's background in mechanical engineering influence his coaching style?
What are the key principles Phil Wong emphasizes in his coaching sessions?
Phil Wong, CFA, CIPM
Phil Wong, CFA, CIPM, photo 1
Phil Wong, CFA, CIPM, photo 2
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Location

San Diego, California, United States