CFP®, President & CEO & ShareholderEmail Renée Kwok
Renée Kwok joined TFC Financial Management in 1991. As President, CEO and principal of the firm, she is responsible for overseeing the firm's financial planning and wealth management services. Renée is also closely involved with a select number of TFC's largest clients, and provides investment research and analytical support as a key member of TFC's Investment Committee.
Renée is a regular speaker on a range of wealth management and investment topics. She has presented to professional groups such as the Massachusetts Continuing Legal Education, Inc. and the Massachusetts Association of Women Lawyers; academic institutions such as Wellesley College as well as private groups. Renée has also contributed to articles appearing in The Wall Street Journal.
Prior to joining the firm, Renée was a consultant for a fee-based financial planning and investment management company serving health care professionals. She developed and implemented comprehensive financial programs, provided investment advisory services, assisted clients with banking activities and life insurance needs, and supervised the installation of the company's portfolio accounting and billing systems.
Previously Renée served as a security analyst for the international investment management team at the Putnam Companies. At the time, the mutual fund company had $800 million invested in foreign equities.
She began her career as an investment analyst at Asian Oceanic Limited, a merchant bank in Hong Kong, where she previously resided. She worked in the research and credit department, supporting the Corporate Finance, Commercial Lending, and Investment Management divisions. Renée received her B.A. in Economics from Middlebury College and is fluent in Chinese. She serves on the Family Advisory Council of Cradles to Crayons.