Jeremy Wang
CFA, Senior Research Associate
Driven by his fascination with financial markets and world economies, Jeremy pursued a Bachelor of Arts in Economics with minors in Finance and Business at Oregon State University. He began his career in finance in 2021 and came to Vista in 2022. At Vista, Jeremy conducts research and analysis on investment-related topics while also handling the daily monitoring of client portfolios through the development and execution of trades in alignment with firm models and philosophy. In 2025, Jeremy became a CFA charterholder.
Jeremy is the son of Taiwanese immigrants, and he grew up traveling often to Taipei, Taiwan. There he learned the language, culture, and traditions, which continue to be important aspects of his life. He highly recommends visiting the country, which is full of friendly people and delicious food.
Outside of work, Jeremy enjoys playing basketball, keeping up with professional wrestling, traveling to new places, and spending time with loved ones.
Something you may not know about Jeremy: Food is one of Jeremy’s favorite topics, which is ironic given his notoriously picky eating.
Connect with Jeremy Wang
Beyond Borders: The Benefits of International Diversification
Are you unknowingly limiting your investment potential? Discover the dangers of home bias and how a globally diversified portfolio can help you achieve your financial goals.
The Underperformance of Value: Is This Time Different?
After a decade of underperformance, many are declaring the end of value investing. But is it really dead or just taking a breather?
An Alphabet Soup of Yields
Understand the different types of bond yields reported by financial websites, from SEC yield to distribution yield, and how you can use them in the investment decision-making process.