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Alan Zhang, CFA, FRM has a diverse work experience in the finance and investment industry. Alan is currently working as a VP, Investment Strategist at Kestra Investment Management since September 2022. Previously, they worked at Edward Jones where they held multiple roles including Research Analyst - Asset Allocation from May 2019 to September 2022, Research Associate I - Equity Research from May 2018 to May 2019, and also participated in a Research Rotation Program from June 2017 to June 2018.

Before joining Edward Jones, Alan served as a Portfolio Manager at Washington University Student Investment Fund from August 2014 to December 2016. Alan also gained experience as a Corporate Finance Associate at Capital One for a brief period in June 2016. Furthermore, they worked as a Small Cap Research Associate at Argent Capital Management LLC from March 2016 to June 2016.

Alan started their career as an Industry Research Associate at Everbright Pramerica Fund Management Co., Ltd. in May 2015. Overall, Alan Zhang has demonstrated expertise in investment management, research analysis, and finance across various roles and companies.

Alan Zhang, CFA, FRM, holds a Master's degree in Information and Data Science, which they obtained from the UC Berkeley School of Information between 2020 and 2022. Prior to that, they attended Washington University in St. Louis from 2013 to 2017, where they studied Finance & Statistics. In terms of additional certifications, Alan has obtained the Chartered Financial Analyst (CFA) designation from the CFA Institute and the Certified Financial Risk Manager (FRM) certification from the Global Association of Risk Professionals (GARP). Alan has also pursued certifications such as Chartered Alternative Investment Analyst (CAIA), Series 66, Series 7, and Series 87. The specific dates of obtaining these certifications are not provided.