“Out beyond ideas of wrongdoing and rightdoing, there is a field. I will meet you there.” -Rumi
Frank Waung joined WealthEdge® in 2021 and serves as a Portfolio Trader for the Investment Team. Frank’s main focus is managing client portfolios as well as overseeing investment trading and operations.
Frank brings a true passion for finance and the financial market, both from the perspective of where it has been as well as where it is headed. He strives to simplify complex investment concepts down to its core so that it is easily communicated in a straight talk style. More than anything else, Frank is passionate about helping his clients to achieve their financial goals.
Frank brings more than 20 years’ experience in investment analysis, trading, and economic evaluation. Frank is the Managing Partner of proprietary investment strategies at Watts Capital. In addition, he has also held senior trading and analytical positions at multiple firms. On the corporate side, Frank was the Chief Financial Officer for various publicly traded companies. Frank earned an MBA with a concentration in Finance from the Wharton School at the University of Pennsylvania and a BS from the University of California at Santa Cruz.
Frank lives in Hoboken, New Jersey. In his spare time, Frank is an avid reader of history (financial, European and Asia). He also loves spending most of his weekends hiking or cycling during the summer and skiing during the winter. Frank was a volunteer Ski-Patrol for Hidden Valley ski resort.