About This Group
The Wealth Management (WM) Volunteer Interest Group is a dynamic community dedicated to advancing the expertise, professionalism, and innovation of finance professionals serving high-net-worth individuals, families, and themselves. Wealth management requires more than just investment expertise—it demands holistic solutions integrating portfolio management, estate planning, tax strategies, behavioral finance, and risk management. Our mission is to foster a collaborative and forward-thinking environment where investment professionals can enhance their expertise, engage with top industry leaders, stay ahead of market trends, exchange best practices, and develop leadership opportunities within the CFA Society New York Community. Through roundtables, workshops, networking, and research contributions, we provide unparalleled access to exclusive insights and a powerful network of professionals shaping the future of wealth management. Our members include professionals seeking to deepen their knowledge and impact. Whether you are an experienced professional or new to the field, WM empowers you to grow, lead, and thrive in delivering exceptional client solutions.
Victor Leong is the Head of Multi Asset Class and Discretionary Alternative Solutions for Citi Investment Management. He serves as Chair of both the Hedge Fund Portfolio Oversight Committee and Private Equity and Real Estate Portfolio Oversight Committee and is a voting member of the Asset Allocation Investment Committee. Victor leads investment teams in constructing actively managed diversified funds and portfolios that leverage Citi’s unique investment capabilities, employing proprietary asset allocation and engaging in the continuous execution of tactical ideas with a clear mandate to deliver risk-adjusted returns. He additionally leads the development of new investment capabilities, driving the strategic vision for the business and advancing new strategies and structures, including commingled funds and separately managed accounts.
Jack MacDonald, CFA, is a principal and portfolio manager at Brown Advisory in the New York office. He partners with individuals, families, and institutions to develop customized investment strategies and manage multi-asset portfolios tailored to their long-term objectives. With a strong focus on risk management and asset allocation, Jack helps clients navigate complex market environments. 
D. Chris Tucker is the President and Chief Investment Officer of Greenwich Advisors and has been managing investments for high net worth individuals and family offices since 1989 when he began his career as a portfolio manager of investments for trust accounts with SunTrust Bank. Mr. Tucker went on to gain global investing experience by working in Buenos Aires, New York, and London. He researched, traded, and invested in global equities for some of the world’s most recognized firms, such as UBS, Deutche Bank, Dresdner Kleinwort Benson, HSBC, and Artha Capital, a long-short hedge fund. Mr. Tucker received his B.A. from Vanderbilt University, majoring in economics, and is a CFA charterholder.
Andrew King, CFA, is an Assistant Vice President and Private Banker in the New York office of Deutsche Asset & Wealth Management. He provides comprehensive wealth management solutions to ultra-high net-worth families, endowments and foundations. Prior to joining Deutsche Bank, Mr. King was an analyst in the Law Firm Group at the JPMorgan Private Bank. Mr. King has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society New York (CFANY) and the CFANY Sustainable Investing Committee. Mr. King holds a B.A. in economics from Gettysburg College.