Profiel
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.
Eerdere bekende functies van Jian Zhang
Bedrijven | Functie | Einde |
---|---|---|
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). | Analist-Vaste Inkomen | 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 | - |
Opleiding van Jian Zhang
Southern Methodist University | Masters Business Admin |
Central University of Finance & Economics | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 3 |
---|---|
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 |