Managing Director
Head of Equity Portfolio Management

Karen Q. Wong, CFA, is the head of equity portfolio management at Mellon
Capital. She is responsible for overseeing equity indexing and beta strategies, including exchange traded funds (ETFs). She is also responsible for refinement and implementation of the equity portfolio management process. Karen developed and launched the Carbon Efficiency Strategy, the firm’s first green beta product.

Karen has been working in the investment industry since 1999. Prior to joining Mellon Capital in 2000, she worked as a security analyst at Redwood Securities.

Karen is a member of the Senior Management Group, ESG Committee, Fiduciary Committee, Investment Management Committee, Investment Research Committee, Risk Management Committee, and Trade Management Oversight Committee. She is also a member of CFA Institute and CFA Society San Francisco, as well as the S&P Index Advisory Panel, MSCI Index Client Advisory Committee, and FTSE Russell Americas Regional Advisory Committee.

Karen earned an MBA in finance and a BS in accounting and statistics from San Francisco State University.