![Julia Zhu](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Julia Zhu, CFA, is a Senior Investment Analyst at Ballentine Partners LLC.
Her research is focused on hedge funds and emerging markets.
Her mission is to bring peace and clarity to clients’ financial world.
By deeply understanding clients’ values, visions and special situations.
She utilizes her expertise in investment strategy designing, portfolio management and manager selection to help clients achieve their financial goals.
In addition, Julia also incorporates wealth transfer and tax strategies through clients’ investments across multi-generations.
Prior to joining the firm in 2012, Ms. Zhu was a Portfolio Management Intern with Wilmington Trust in Boston where she worked closely with portfolio managers and assisted in different aspects of the investment advisory process, including investment research, performance reporting, and investment proposals.
She also worked in Beijing for PricewaterhouseCoopers as an Associate in M&A Tax Services, where she provided tax due diligence, deal restructuring and tax planning services to merger-and-acquisition transactions in diverse industries.
Ms. Zhu received her Master of Science in Finance from Boston College Carroll Graduate School of Management.
She also received a Bachelor's degree in Finance with honor from the University of International Business and Economics.
She holds the Chartered Financial Analyst designation.
Anciens postes connus de Julia Zhu
| Sociétés | Poste | Fin |
|---|---|---|
Ballentine Partners LLC
 Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Analyst-Equity | 01/06/2021 |
PricewaterhouseCoopers Consulting Ltd. | Corporate Officer/Principal | - |
Formation de Julia Zhu
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Ballentine Partners LLC
Ballentine Partners LLC Investment ManagersFinance Ballentine Partners builds diversified portfolios using a combination of low fee, tax-efficient investment vehicles and active managers when their after-tax returns justify their fees. They also add considerable value through tax-optimization of their clients’ portfolios. The firm search for the most attractive investment products. Their investment research includes coverage of real estate funds, hedge funds, private equity funds, venture capital funds, and natural resource funds. | Finance |
Boston College
 Boston College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of International Business & Economics
 University of International Business & Economics Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
PricewaterhouseCoopers Consulting Ltd. |
