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Charlotte Zhang

Senior Portfolio Manager and Director of Investments

Inatai Foundation

United States, California, San Francisco

About Me

As the director of investments, Charlotte oversees the selection of external investment managers, conducts portfolio research, and helps to institutionalize processes, tools, and resources. Experienced in impact investing, she previously served as a senior associate at ICONIQ Capital and, before that, Medley Partners. Investing on behalf of foundations affiliated with family offices, her investments supported a variety of nonprofit work, from early childhood education to autism research. Charlotte was a founding partner of Seed Consulting Group, a California-based nonprofit that provides pro bono strategy consulting to environmental and public health organizations, and currently serves on

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Profile Information

Senior Portfolio Manager and Director of Investments

Inatai Foundation

Investment Team,Operations Team

Investor

Foundation

San Francisco

California

United States

Jul 25, 2024

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