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
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