Andrew Tong

Analyst-Fixed Income at

Capital Advisors Group, Inc.

Consumer Services

Finance

Profile

Mr. Andrew Tong, CFA, is Senior Analyst at Capital Advisors Group, Inc. He joined the firm in 2007.
As part of the research team, he is responsible for conducting research and analysis of approved credits and maintaining the approved credit list.
He also provides analytical support to the Trading and Portfolio Management team.
Mr. Tong received his Bachelor’s degree in Quantitative Economics from Tufts University.
He is a CFA charterholder and member of the Boston Security Analysts Society.

Andrew Tong active positions

Companies	Position	Start
Capital Advisors Group, Inc. Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group offers comprehensive, multi-tiered solutions to cash management. The firm provides customized buy-and-hold strategies, including strategies in which scheduled maturities and income are intended to help fund client operating and near-term cash requirements. Their strategies are typically intended to protect principal, deliver liquidity and maximize risk-adjusted returns, and they are customized to each client’s liquidity needs and risk tolerance.	Analyst-Fixed Income	01/01/2007

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Private companies	2
Tufts University Tufts University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Capital Advisors Group, Inc. Capital Advisors Group, Inc. Investment ManagersFinance Capital Advisors Group offers comprehensive, multi-tiered solutions to cash management. The firm provides customized buy-and-hold strategies, including strategies in which scheduled maturities and income are intended to help fund client operating and near-term cash requirements. Their strategies are typically intended to protect principal, deliver liquidity and maximize risk-adjusted returns, and they are customized to each client’s liquidity needs and risk tolerance.	Finance

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