![Jack P. Zhang](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Jack P.
Zhang worked as the Managing Director of Research & Risk Management at WealthStone Family Office LLC.
He then worked as the Director of Risk Management at Halite Partners LLC from 2017 to 2018.
Prior to that, he was a Vice President at SCS Financial Partners LLC from 2012 to 2017.
Zhang received his undergraduate degree from Dartmouth College in 2010.
Precedenti posizioni note di Jack P. Zhang
| Società | Posizione | Fine |
|---|---|---|
Halite Partners LLC
 Halite Partners LLC Investment ManagersFinance Provides investment advisory services | Corporate Officer/Principal | 01/08/2018 |
SCS Financial Partners LLC
 SCS Financial Partners LLC Investment Banks/BrokersFinance Provides investment banking and financial services | Corporate Officer/Principal | 01/07/2017 |
WealthStone Family Office LLC
 WealthStone Family Office LLC Investment ManagersFinance WealthStone Advisors formulates investment advice and/or manages client portfolios by using different security analysis including charting; fundamental analysis; technical analysis; cyclical analysis; quantitative analysis; qualitative analysis; mutual fund and/or ETF analysis; and third-party money manager analysis. They rely on financial newspapers, professional journals and other published materials as well as information from their research partners. The firm’s primary approach for client portfolios is recommending investment strategies based upon information relating to using diversified investment styles, multiple assets classes, and multiple investment managers to construct model portfolios that have various risk/return characteristics. | Analyst-Equity | - |
Formazione di Jack P. Zhang
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
100
+
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
Dartmouth College
 Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
WealthStone Family Office LLC
WealthStone Family Office LLC Investment ManagersFinance WealthStone Advisors formulates investment advice and/or manages client portfolios by using different security analysis including charting; fundamental analysis; technical analysis; cyclical analysis; quantitative analysis; qualitative analysis; mutual fund and/or ETF analysis; and third-party money manager analysis. They rely on financial newspapers, professional journals and other published materials as well as information from their research partners. The firm’s primary approach for client portfolios is recommending investment strategies based upon information relating to using diversified investment styles, multiple assets classes, and multiple investment managers to construct model portfolios that have various risk/return characteristics. | Finance |
Halite Partners LLC
Halite Partners LLC Investment ManagersFinance Provides investment advisory services | Finance |
SCS Financial Partners LLC
SCS Financial Partners LLC Investment Banks/BrokersFinance Provides investment banking and financial services | Finance |
