Durham, NC Office

Michael Wong is a financial advisor at Abacus Wealth Partners with a Series 65 designation and one year of industry experience. Prior to joining Abacus Wealth Partners, he spent eight years at Duke University’s Fuqua School of Business and two years at UNC Kenan Flagler Business School. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm employs a passive-oriented, asset-class investment approach supplemented by fundamental manager analysis and ESG screening, tailoring portfolios to clients’ risk profiles and goals.

Katherine Sumner is a CFP® and holds a Series 65 license with four years of industry experience. She has worked at Abacus Wealth Partners since 2021 and previously gained experience in private family wealth and nonprofit organizations. She has also been involved with Girls Rock NC, Inc. Abacus Wealth Partners serves individuals, families, trusts, charitable organizations, and business entities with financial planning and investment management services. The firm emphasizes a passive, asset-class investment approach, incorporates ESG screening upon request, and sponsors the Align Impact private fund for qualified clients.