the client experience
Focused on Generating Alpha and an Exceptional Client Experience
about ca
With a world-class client base and leading intellectual capital provided by dedicated investment professionals, we’re uniquely positioned to deliver better outcomes for families and institutions globally—and I’m energized by the opportunity to help shape that impact.”
the client experience
ca events
investment research
The investment strategy office is a critical ‘center point’ of CA, and my role is to ensure that our investment teams have what they need to build bespoke portfolios that meet the individual needs of each of our clients.”
our colleagues
firm ownership
notes
Kristen Tongberg, Head of Investment Strategy Office
Mary Pang, Head of Global Client Solutions
Kristen Tongberg, a 21-year veteran of CA, is the head of the firm’s Investment Strategy Office, which ensures that all investment teams have the resources and support they need to create high-performing portfolios designed to meet clients’ individual objectives. She also continues to spend about half her time managing portfolios, ensuring she remains closely connected to client objectives and challenges.
Mary Pang is CA’s Global Head of Client Solutions, overseeing our relationship management and client engagement teams. An experienced financial services executive, Mary’s role is to ensure we are thoughtfully investing in delivering an exceptional client experience.
11 cambridge associates year in review 2024–25
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