Lynn Chen-Zhang
- Education:
- MBA - Kellogg School of Management, Northwestern University
- MS in Accountancy - Western Michigan University
- Executive Education - Columbia University
- Executive Education - The Wharton School of Business, University of Pennsylvania
- Professional Designations:
- Certified Financial Planner (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS™)
- Leadership and Service:
- Kellogg School of Management, Northwestern University - Global Advisory Board
- Michigan Health Endowment Fund – Appointed by the Governor; Treasurer & Chair, Investment Committee
- Western Michigan University – Board of Trustees (Chair, 2021–2022)
- WMU Foundation – President (2019–2021); current member, Investment Committee & Committee on Directors
- Bronson Healthcare Group – Board of Directors and Vice Chair, Investment Committee
- The Gilmore – Board of Directors and Chair, Marketing Committee
- Southwest Michigan First – Board Member
- Kalamazoo Community Foundation - Board of Directors
- Economics Advisory Council – Department of Economics, Columbia University
- China Institute of America – Board Trustee, Chair of Finance Committee
- COUR Member (Committee on University Resources) – Harvard University (2016-2024)
- Kalamazoo Symphony Orchestra – Director and Chair, Investment Committee (2015–2024)
- Honors and Recognition:
- 2026 Ellis Island Medal of Honor Recipient:
- Recognized by the Ellis Island Honors Society for her contributions to business, public service, and philanthropy. Past recipients include eight U.S. Presidents, multiple Nobel Prize laureates, and other notable individuals.
- Recipients are entered into the Congressional Record.
- 2025 Blue Cloud Award:
- Recognized by the China Institute in America for her contributions to U.S.-China cultural and philanthropic exchange.
- 2024 Ernst & Young (EY) Entrepreneur Of The Year® Michigan and Northwest Ohio:
- Named regional award recipient by EY for her corporate leadership, innovation, and business growth.
- 2023 Keynote Speaker for the Executive MBA Convocation:
- Honored as the keynote speaker for her alma mater, Kellogg School of Management, Northwestern University.
- 2020 Lifetime Achievement Award:
- Recognized by the Invest In Others Charitable Foundation for her philanthropic achievement in the financial services industry.
- 2020 50 Most Influential Women in West Michigan:
- Recognized by the Grand Rapids Business Journal for her corporate leadership, professional success, and impact within the West Michigan business community.
- 2019 Women of Achievement and Courage Award:
- Recognized by Michigan Women Forward for her professional achievements, community leadership, and commitment to empowering women.
- Click here for award criteria.
- 2026 Ellis Island Medal of Honor Recipient:
- Media and Press:
- Featured in The Wall Street Journal and quoted in national media sources including Barron's, Investment News, and others. See Media and Press
- Philanthropy:
- Benefactor of Columbia University
- Supporter of arts, education, and healthcare initiatives in Michigan and beyond. See Giving Back
*As reported on Investopedia July 11, 2023. Factors include reach, commitment to financial literacy, and community support.
*See Full Ranking Disclosure
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.
