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
Alan Zhang
Vice President & Investment Strategist
Kestra Investment Management
United States, Texas, Austin
About Me
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
Keylinks
More profiles to browse
LK
Logan Kerr
Investment Specialist, Investment Analyst
Kara Murphy
Chief Investment Officer
Derek Schug
Senior Vice President & Head of Portfolio Management
Benjamin Smith
Investment Specialist
You Might Like
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PG
Patricia Gee
Operations
Manhattan Family Office