Profile
Ms. Jian Zhang, CFA MBA, is Senior Investment Analyst at Edge Asset Management, Inc. She has been in the investment industry since 2001.
Prior to joining Edge Asset Management in December 2006, Ms. Zhang was an Investment Analyst with Employees Retirement Systems of Texas.
She was also employed as Investment Analyst by WM Advisors, Inc.
She received an M.B.A.
in finance from Southern Methodist University and a bachelor's degree in international finance management from the Central University of Finance and Economics.
She has earned the right to use the Chartered Financial Analyst designation.
Former positions of Jian Zhang
| Companies | Position | End |
|---|---|---|
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Analyst-Fixed Income | 01/05/2017 |
| WM Advisors, Inc. | Corporate Officer/Principal | 30/12/2006 |
Employees Retirement System of Texas
 Employees Retirement System of Texas Investment ManagersFinance The Employees Retirement System of Texas (ERS) is the state-owned pension fund entity headquartered in Austin, Texas. ERS was founded in 1947 and manages benefits for employees and retirees of State of Texas agencies and some higher education institutions. | Corporate Officer/Principal | - |
Training of Jian Zhang
| Southern Methodist University | Masters Business Admin |
| Central University of Finance & Economics | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Finance |
| WM Advisors, Inc. | Finance |
Employees Retirement System of Texas
Employees Retirement System of Texas Investment ManagersFinance The Employees Retirement System of Texas (ERS) is the state-owned pension fund entity headquartered in Austin, Texas. ERS was founded in 1947 and manages benefits for employees and retirees of State of Texas agencies and some higher education institutions. | Finance |
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