Amy Wong

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Amy Wong is currently working as the Vice President-Institutional Services at PENSCO Trust Co. She started this position in 2018.
Prior to her current role, she worked as the Executive Vice President at LPL Financial LLC from 2000 to 2001.

Former positions of Amy Wong

Companies	Position	End
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Corporate Officer/Principal	01/01/2001
PENSCO Co. LLC PENSCO Co. LLC Investment Trusts/Mutual FundsMiscellaneous Provides custodial and administrative services	Corporate Officer/Principal	-

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Private companies	2
LPL Financial LLC LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy.	Finance
PENSCO Co. LLC PENSCO Co. LLC Investment Trusts/Mutual FundsMiscellaneous Provides custodial and administrative services	Miscellaneous