Bergamot Asset Management LP

Andy Wong is a financial advisor at Bergamot Asset Management LP in Princeton, NJ, holding a Series 65 designation with five years of industry experience. He has been with Bergamot since 2019 and previously worked at Suffolk Capital Management LLC for 19 years. Bergamot Asset Management provides discretionary investment advisory services to individual and institutional clients through separately managed accounts and private pooled investment vehicles. The firm employs a fundamentally oriented investment process that combines fundamental research with quantitative tools across long/short public equity and private equity strategies, managing a range of niche sector-focused funds alongside retail and institutional accounts.

Cassandra Lally is a Series 65 licensed financial advisor at Bergamot Asset Management LP with seven years at the firm and a total of ten years in the industry. Prior to joining Bergamot in 2019, she worked at Suffolk Capital Management, LLC from 2010 to 2019. Bergamot Asset Management provides discretionary investment advisory services to individual and institutional clients through separately managed accounts and multiple private pooled investment vehicles. The firm employs a fundamentally oriented investment process combining fundamental research and quantitative tools across long/short public equity and private equity strategies.

Vijay Aluwalia is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Bergamot Asset Management LP. His prior experience includes roles at Edward Jones and Verity Life Insurance. He is based in Princeton, NJ. Bergamot Asset Management LP provides discretionary investment advisory services to individual and institutional clients, managing a range of private pooled investment vehicles and separately managed accounts through a fundamentally oriented investment process that incorporates both fundamental research and quantitative tools across public equity and private equity strategies.