Alex Zhang


Alex Zhang, CFA

Partner/Vice President - Investment Strategy
  • Chartered Financial Analyst (CFA)
  • Harvard Law School J.D. Candidate
    • Dean's Scholar Prize in Research and Writing
  • BA in Economics and Creative Writing, magna cum laude and Phi Beta Kappa -  from Columbia University, Columbia College
  • Appointed by Governor Gretchen Whitmer 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: | 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.