Alex Zhang
Alex Zhang, JD, CFA, CFP®
Vice President - Investment Strategy and Private Client Services
- Juris Doctor (J.D.) - Harvard Law School
- Dean's Scholar Prize in Research and Writing
- Dean's Scholar Prize in Estate Planning Clinic
- Bachelor of Arts (B.A.), Economics & Creative Writing - Columbia University
- Magna Cum Laude
- Phi Beta Kappa
- Chartered Financial Analyst (CFA)
- Certified Financial Planner (CFP®)
- Licensed to practice law in the state of Michigan.
- Appointed by the Governor to the Growing Michigan Together Council's Higher Education Workgroup
- Previous Experience:
- Ropes & Gray
- J.P. Morgan
Zhang Financial
5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126
Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.
