Alex Zhang

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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.