Contact Overview
Name: Emily Ng
Current Role: Office of the CEO, Technical Editor
Company: Opto Investments
Location: New York, United States
LinkedIn: [linkedin.com/in/emily-ng-61226082](http://www.linkedin.com/in/emily-ng-61226082)
Connections: 172 on LinkedIn
Professional Background
Emily Ng is a seasoned professional specializing in executive support, technical documentation, and communications within the investment and finance industry. Since January 2022, she has held the position of Technical Editor in the Office of the CEO at Opto Investments, a pivotal role that involves collaborating directly with senior leadership, overseeing communications, and producing technical, strategic, and executive content for the organization.
Prior to her tenure at Opto Investments, Emily accumulated extensive experience at CPP Investments, where she served as External Affairs Manager and Executive Assistant to the CEO from August 2013 to December 2021. Earlier roles include Living Benefits Insurance Specialist at NFP and Account Manager at RBC. Her multifaceted background in customer experience, operations, and external relations positions her as a key point of contact with a strong understanding of both the executive and client-facing sides of investment management businesses.
Education
- Bachelor of Commerce – Royal Roads University
- Diploma in Hotel, Motel, Restaurant Management – Camosun College
Current Company: Opto Investments
Company Profile
Industry: Finance, Investment Management
Headquarters: New York, United States
Employee Count: 51–200
Mission:
Opto Investments is dedicated to ensuring that capital is efficiently routed to the best ideas to help people build and protect long-term financial health. The firm provides an investment platform enabling financial advisors, registered investment advisors (RIAs), family offices, and private banks to access, execute, and manage private investment strategies tailored to client wealth-building goals.
Recent Developments & Partnerships
- Opto Investments has established multiple strategic partnerships with leading RIAs and wealth management firms to expand private markets access for high-net-worth and ultra-high-net-worth (UHNW) clients.
- Fi3 Advisors ($1B+ RIA) partnered with Opto Investments (July 2025) to institutionalize and modernize its private market programs using Opto’s end-to-end technology. Fi3’s private market allocation typically represents 15–25% of client portfolios; Opto’s technology is critical for streamlining fund creation, capital calls, and reporting.
- Venturi Private Wealth ($3B RIA) joined with Opto (May 2025) to deepen its private markets offering, launching new private equity vintage funds every 18–24 months using Opto’s digitized private markets infrastructure.
- iCapital and Opto Investments simultaneously expanded their reach across the RIA space, signaling robust market activity in private market alternative investments.
- Product Innovation
- In December 2024, Opto launched a new Planner Tool, enabling advisors to visualize, build, and personalize private market allocations with client-centric, goals-based approaches—advancing advisor capabilities in long-term wealth planning.
- Market Position
- Opto has emerged from stealth mode with a reported $145 million Series A—underscoring significant investor confidence in its technology-driven approach to alternative investments.
- The platform is designed to reduce barriers for RIAs, streamline fund formation, and facilitate bespoke private market program management.
Team & Structure
Emily Ng works directly in the Office of the CEO and is part of the four-person Marketing and Communications Team. She does not have direct reports, but her role as Technical Editor indicates influence across written communications, executive messaging, and strategic documentation for leadership and clients.
Professional Interests and Positioning
Emily’s career trajectory reflects a deep engagement with communications at C-suite level, operational coordination, and external affairs within prominent financial institutions. Her current assignment at Opto Investments leverages her expertise in technical editing and content production to deliver high-quality executive communications, strategic thought leadership, and technical documentation. Given her exposure to industry partnerships and platform innovations, Emily likely maintains a close perspective on market trends, technology enablement in investment management, and advisor solutions for private markets access.
Actionable Insights
- Strategic Influence: Emily’s role in the Office of the CEO, with a cross-functional connection to marketing and communications, makes her an influential stakeholder for initiatives involving executive messaging, industry partnerships, and platform-related client communications.
- Technical & Product Expertise: As Technical Editor, she is familiar with Opto’s product innovations (e.g., Planner Tool) and strategic direction—positioning her as a primary contact for in-depth technical details or collaborative initiatives involving communications, user education, and platform engagement.
- Industry Network: With a background bridging external affairs at a global asset manager and technical communications at a fast-scaling fintech, Emily possesses a strong network and a holistic understanding of the investment management sector’s evolving requirements.
- Professional Development: Her academic credentials and professional progression underscore adaptability and capacity for high-level, cross-discipline coordination—a potential ally for complex partnership, training, or communications projects targeting RIA and wealth management audiences.
Summary
Emily Ng’s profile demonstrates substantial authority in technical communications and executive operations within high-growth investment management environments. Her experience, spanning from C-suite support at CPP Investments to her influential communications role at Opto Investments, positions her as a key point of contact for strategic discussions involving product messaging, partner communications, and industry thought leadership, especially as Opto continues to scale its offerings for RIAs and family offices in the private markets ecosystem.
