Broker Check
Alan Zhang, CFA, FRM

Alan Zhang, CFA, FRM

Vice President, Investment Strategist

Alan Zhang joined Kestra Investment Management in 2022 as an Investment Strategist. His main responsibilities include managing Kestra Investment Management model portfolios, conducting thematic market research, and building strategic/dynamic asset allocation framework. He would also participate in active communications with Kestra financial advisors.

Prior to joining Kestra, Alan was a research analyst of the Investment Management team at Edward Jones. As a member of the Asset Allocation team, he focused on building and managing the research process for tactical asset allocation, strategic asset allocation, and capital market assumptions. He played an integral role of building the quantitative, multi-factor research framework for tactical asset allocation for his previous team.

Alan earned a bachelor’s degree from Washington University in St. Louis and earned a master’s degree in data science from University of California, Berkeley. He holds the CFA and FRM designations.