Alex Zhang
Alex Zhang, JD, CFA
Vice President - Investment Strategy
- JD - Harvard Law School
- Dean's Scholar Prize in Research and Writing
- Chartered Financial Analyst (CFA)
- BA in Economics and Creative Writing, magna cum laude and Phi Beta Kappa - Columbia University
- 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.