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
Charlotte Zhang
Senior Portfolio Manager and Director of Investments
Inatai Foundation
United States, California, San Francisco
About Me
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
More profiles to browse
Bowei Gao
Senior Investment Associate
JR
Julia Reilly
Associate Portfolio Manager
Peng Wang
Chief Investment Officer
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
BM
Ba Minuzzi
Founder & CEO
Umana
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management