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Alan Zhang

Vice President & Investment Strategist

Kestra Investment Management

United States, Texas, Austin

About Me

Alan Zhang joined Kestra Investment Management in 2022 as an Investment Strategist. His main responsibilities include managing Kestra Investment Management model portfolios, conducting thematic market research, and building strategic/dynamic asset allocation framework. He would also participate in active communications with Kestra financial advisors. Prior to joining Kestra, Alan was a research analyst of the Investment Management team at Edward Jones. As a member of the Asset Allocation team, he focused on building and managing the research process for tactical asset allocation, strategic asset allocation, and capital market assumptions. He played an integral role of building the quantit

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Profile Information

Vice President & Investment Strategist

Kestra Investment Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Austin

Texas

United States

Oct 26, 2024

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