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Philip Hoang

Financial Advisor / Executive Financial Services Director at Morgan Stanley Private Wealth Management

Philip Hoang is a highly experienced financial professional based in Menlo Park, California, specializing in catering to the financial needs of ultra high net worth individuals with a strong focus on Executive Financial Services, Pre-Liquidity Planning, Trust, Tax, and Estate Strategies, Lending/Banking Services, Insurance, Asset Management & Diversification, and Alternative Investments. As of December 2020, his team manages over $20 billion in client assets. Philip Hoang has a background as a hedge fund analyst and investment banker, and he has been recognized as a Forbes NexGen Advisor.

Philip Hoang holds a Bachelor of Science degree in BioEngineering from the University of California, Berkeley. He has gained valuable experience working in prestigious financial institutions, including roles as a Financial Advisor/Senior Portfolio Director at Morgan Stanley Private Wealth Management, Portfolio Management Associate at Morgan Stanley Private Wealth Management, Investment Banker at Jesup & Lamont, and Hedge Fund Analyst at Global Crown Capital.

Philip Hoang
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Location

San Francisco Bay Area