"Our mission is to preserve and grow client assets to protect their present and enable their future."
Joined Polen Capital: 2018
Education: B.A. in Economics with General Honors from the University of Chicago and M.B.A. from Yale University
Primary Responsibility: Responsible for investment and risk analytics, supporting research initiatives with statistical, data-driven analyses.
Designations: CFA charterholder
Special Interests: Enjoys spending time with family, drawing, cooking, learning about and tinkering with emerging technologies, and traveling.
Biography: Mr. Zhang joined Polen Capital in 2018. Prior to joining Polen Capital, Mr. Zhang was an associate for two years at Analysis Group, working in economic, financial, and strategy consulting in securities, health care, and antitrust practice areas. Prior to receiving an M.B.A from Yale University, Mr. Zhang spent four years at Fidelity Investments, and was responsible for business analysis supporting asset allocation investment research. Mr. Zhang received his B.A. in Economics with a minor in Computer Science from the University of Chicago. Mr. Zhang is a CFA charterholder and a member of the CFA Institute and the CFA Society of Boston.