Profil
Jack P.
Zhang worked as the Managing Director of Research & Risk Management at WealthStone Family Office LLC.
He then worked as the Director of Risk Management at Halite Partners LLC from 2017 to 2018.
Prior to that, he was a Vice President at SCS Financial Partners LLC from 2012 to 2017.
Zhang received his undergraduate degree from Dartmouth College in 2010.
Anciens postes connus de Jack P. Zhang
| Sociétés | Poste | Fin |
|---|---|---|
Halite Partners LLC
 Halite Partners LLC Investment ManagersFinance Halite Partners LLC provides investment advisory services. The private company is based in Columbus, OH. | Corporate Officer/Principal | 01/08/2018 |
SCS Financial Partners LLC
 SCS Financial Partners LLC Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., SCS Financial Partners LLC is a company that provides investment banking and financial services. The company is based in Boston, MA. | Corporate Officer/Principal | 01/07/2017 |
WealthStone Family Office LLC
 WealthStone Family Office LLC Investment ManagersFinance WealthStone Family Office LLC (does business as WealthStone Advisors) is a registered investment adviser and wealth management firm founded in 1977. The firm is a direct subsidiary of WealthStone Holdings, Inc. Headquartered in Columbus, Ohio, WealthStone Advisors provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; businesses; charitable organizations; pension and profit-sharing plans (other than plan participants); and corporations, trusts, or other businesses. | Analyst-Equity | - |
Formation de Jack P. Zhang
| Dartmouth College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
WealthStone Family Office LLC
WealthStone Family Office LLC Investment ManagersFinance WealthStone Family Office LLC (does business as WealthStone Advisors) is a registered investment adviser and wealth management firm founded in 1977. The firm is a direct subsidiary of WealthStone Holdings, Inc. Headquartered in Columbus, Ohio, WealthStone Advisors provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; businesses; charitable organizations; pension and profit-sharing plans (other than plan participants); and corporations, trusts, or other businesses. | Finance |
Halite Partners LLC
Halite Partners LLC Investment ManagersFinance Halite Partners LLC provides investment advisory services. The private company is based in Columbus, OH. | Finance |
SCS Financial Partners LLC
SCS Financial Partners LLC Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., SCS Financial Partners LLC is a company that provides investment banking and financial services. The company is based in Boston, MA. | Finance |
