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Profilo
Ms. Jian Zhang, CFA MBA, is Senior Investment Analyst at Edge Asset Management, Inc. She has been in the investment industry since 2001.
Prior to joining Edge Asset Management in December 2006, Ms. Zhang was an Investment Analyst with Employees Retirement Systems of Texas.
She was also employed as Investment Analyst by WM Advisors, Inc.
She received an M.B.A.
in finance from Southern Methodist University and a bachelor's degree in international finance management from the Central University of Finance and Economics.
She has earned the right to use the Chartered Financial Analyst designation.
Precedenti posizioni note di Jian Zhang
Società | Posizione | Fine |
---|---|---|
Edge Asset Management, Inc.
![]() Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Analista-Rendimento Fisso | 01/05/2017 |
WM Advisors, Inc. | Corporate Officer/Principal | 30/12/2006 |
Employees Retirement System of Texas
![]() Employees Retirement System of Texas Investment ManagersFinance The Employees Retirement System of Texas (ERS) is the state-owned pension fund entity headquartered in Austin, Texas. ERS was founded in 1947 and manages benefits for employees and retirees of State of Texas agencies and some higher education institutions. | Corporate Officer/Principal | - |
Formazione di Jian Zhang
Southern Methodist University | Masters Business Admin |
Central University of Finance & Economics | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 3 |
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Edge Asset Management, Inc.
![]() Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Finance |
WM Advisors, Inc. | Finance |
Employees Retirement System of Texas
![]() Employees Retirement System of Texas Investment ManagersFinance The Employees Retirement System of Texas (ERS) is the state-owned pension fund entity headquartered in Austin, Texas. ERS was founded in 1947 and manages benefits for employees and retirees of State of Texas agencies and some higher education institutions. | Finance |
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