Linda Hong Ning Zhang
Chief Executive Officer at Purview Investments LLC
Profile
Dr. Linda H.
Zhang is a Chief Executive Officer & Founder at Purview Investments LLC.
Dr. Zhang has built an extensive career in asset management industry.
She was the Head of Investment Research and Senior Portfolio Manager at Windhaven Investment.
She joined the ETF ecosystem from an institutional asset manager MFS, as a fund manager for Global Multi-Asset with global macro long-short overlays and Commodities strategies.
At Blackrock, Dr. Zhang served as a lead PM for a global multi-asset mutual fund and institutional mandates, and a key member on the Asset Allocation Committee.
She was the head of Quant Strategy Group and a PM at State Street Research.
She started her career as a quantitative analyst at Baring Asset Management, developing country, sector, factor, stock selection models, fixed income research and risk modeling.
She holds B.A.
in Business from University of Regina, Canada, a M.S.
in Applied Economics and a Ph.D in Finance from University of Massachusetts at Amherst.
Linda Hong Ning Zhang active positions
Companies | Position | Start |
---|---|---|
Purview Investments LLC
Purview Investments LLC Investment ManagersFinance Purview Investments LLC is a 100% women-owned and run firm that specializes in climate and ESG specialty firms. The private company is based in New York, NY. The company's lead portfolio manager, Dr. Linda Zhang, won the Best New ESG ETF award for the climate impact ESG ETF, ticker ECOZ, against industry giants such as Vanguard and JP Morgan. The company's website, www.purviewinvestments.com, provides research on ETFs, ETF portfolios, and ETF index. Purview Investments Linda Zhang was featured in Authority Magazine in their investment expert series about the 5 essentials for investing for the young generation. The company was founded in 2017 by Linda Hong Ning Zhang. Linda Hong Ning Zhang has been the CEO since 2017. | Chief Executive Officer | 01/01/2017 |
Former positions of Linda Hong Ning Zhang
Companies | Position | End |
---|---|---|
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Director of Research - Equity | 01/07/2016 |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Portfolio Manager-Equities | 30/11/2012 |
Southern New Hampshire University | Corporate Officer/Principal | 31/12/1994 |
Baring North America LLC
Baring North America LLC Investment ManagersFinance Founded in 1989, Baring North America LLC is a registered investment advisor located in Boston. The firm manages institutional assets on behalf of clients located in the US. They are a direct subsidiary of MassMutual Baring Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. | Analyst-Equity | 31/12/2003 |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Analyst-Equity | 31/01/2005 |
Training of Linda Hong Ning Zhang
University of Regina | Undergraduate Degree |
University of Massachusetts | Doctorate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 6 |
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Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Finance |
State Street Research & Management Co.
State Street Research & Management Co. Investment Banks/BrokersFinance State Street Research & Management Company (SSR), with a history dating back to 1924, is one of the nation's first investment management organizations. The Boston-based firm is a subsidiary of MetLife (NYSE:MET), one of the world's largest financial services companies. The firm, together with its affiliate SSR Realty, actively manages stock, bond, balanced and real estate portfolios for both institutional and individual investors. SSR manages pension money for many of the largest U.S. corporate pension plans. SSR also manages money for public and union pension plans, foundations, endowments, and mutual funds. | Finance |
Baring North America LLC
Baring North America LLC Investment ManagersFinance Founded in 1989, Baring North America LLC is a registered investment advisor located in Boston. The firm manages institutional assets on behalf of clients located in the US. They are a direct subsidiary of MassMutual Baring Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Finance |
Windhaven Investment Management, Inc.
Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management, Inc. is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2010 and is 100% owned by Schwab Holdings, Inc., a wholly-owned subsidiary of The Charles Schwab Corp. (NYSE: SCHW). In November of 2010, The Charles Schwab Corp. purchased the assets and intellectual property of Windward Investment Management, Inc., a registered investment advisor. Prior to that, the firm was known as Windward Capital, Inc. Windhaven provides services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities, and other corporations, business entities or investment advisors. | Finance |
Purview Investments LLC
Purview Investments LLC Investment ManagersFinance Purview Investments LLC is a 100% women-owned and run firm that specializes in climate and ESG specialty firms. The private company is based in New York, NY. The company's lead portfolio manager, Dr. Linda Zhang, won the Best New ESG ETF award for the climate impact ESG ETF, ticker ECOZ, against industry giants such as Vanguard and JP Morgan. The company's website, www.purviewinvestments.com, provides research on ETFs, ETF portfolios, and ETF index. Purview Investments Linda Zhang was featured in Authority Magazine in their investment expert series about the 5 essentials for investing for the young generation. The company was founded in 2017 by Linda Hong Ning Zhang. Linda Hong Ning Zhang has been the CEO since 2017. | Finance |
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