Carla Tong

Carla has more than 18 years of experience in the financial services industry specializing in operational support and management.  Prior to joining Upstream Investment Partners in early 2025, Carla was the brokerage coordinator for Share Financial Services, where she developed her keen awareness of operations with a high degree of attention to detail.  For the Allen office of Upstream Investment Partners, Carla oversees calendar management and scheduling as well as being the first point of contact for our clients, providing client service with excellence. 

 In her free time, Carla enjoys spending time with her family and grandchildren.