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Jack Zhao, CFA
Senior Equity Analyst & Portfolio Manager of Explore Strategies
@
Summitry
About Jack Zhao, CFA
Jack Zhao, CFA, is a Senior Equity Analyst and Portfolio Manager at Explore Strategies, with a strong background in management consulting and investment.
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Jack Zhao serves as a Senior Equity Analyst and Portfolio Manager at Explore Strategies. He earned an MBA from The University of Chicago Booth School of Business and holds a BA/BS dual degree in Economics and Operations Research & Engineering from Cornell University. Prior to his current role, Jack worked in management consulting at Oliver Wyman and Dean & Company, and also gained significant experience on the investment teams at Bessemer Trust and FLAG Capital. Outside of his professional life, he enjoys sports and exercise, trying new restaurants, and exploring the Bay Area.
About Summitry
Summitry, based in Foster City, California, provides personalized financial planning and investment strategies, including retirement, estate, and tax planning tailored to individual needs.
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