Karry Kong

My career in finance began in Hong Kong, where I spent 6 years at JPMorgan working in finance accounting, treasury optimization, and corporate taxation. During that time, I became deeply involved in the Women on the Move initiative, where I led the mentorship program for the Asia-Pacific region, organizing one-on-one and group mentorship pairings, book sharing groups, and workshops. I also helped connect resources to provide free tutoring to women from underprivileged backgrounds who didn't have access to quality financial education. After being promoted to business manager of the corporate taxation team, my leadership in the U.S. wanted me to relocate directly, but I chose instead to pursue my MBA at Tuck School of Business at Dartmouth, where I continued my commitment to diversity and inclusion through the Women in Business club and the Low-Income and First Generation community. During my MBA, I interned at PJT Partners, a boutique elite investment bank on Wall Street, where I was the only Asian woman associate among a 40-person team. After graduating, I joined a boutique investment firm where I was the only woman among 10-12 researchers and portfolio managers. The firm was struggling with client withdrawals, but as the sole business development manager, I helped reverse the situation by securing nearly 100 meetings per year compared to just 10 previously, ultimately bringing in $200-300 million in new investments. Four months ago, I relocated from Boston to Charlotte and joined Dimensional Fund Advisors, a firm with $1 trillion in assets, where I work in the Global Client Group serving financial advisors who help their clients with financial planning, wealth management, and retirement planning. Throughout my career, I've been passionate about public speaking and leadership development, serving as chair and director for multiple Toastmaster clubs, and I continue to mentor women navigating their careers in finance.