Jack P. Zhang

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Finance

Consumer Services

Profile

Jack P.
Zhang worked as the Managing Director of Research & Risk Management at WealthStone Family Office LLC.
He then worked as the Director of Risk Management at Halite Partners LLC from 2017 to 2018.
Prior to that, he was a Vice President at SCS Financial Partners LLC from 2012 to 2017.
Zhang received his undergraduate degree from Dartmouth College in 2010.

Former positions of Jack P. Zhang

Companies	Position	End
Halite Partners LLC Halite Partners LLC Investment ManagersFinance Provides investment advisory services	Corporate Officer/Principal	2018-07-31
SCS Financial Partners LLC SCS Financial Partners LLC Investment Banks/BrokersFinance Provides investment banking and financial services	Corporate Officer/Principal	2017-06-30
WealthStone Family Office LLC WealthStone Family Office LLC Investment ManagersFinance WealthStone Advisors formulates investment advice and/or manages client portfolios by using different security analysis including charting; fundamental analysis; technical analysis; cyclical analysis; quantitative analysis; qualitative analysis; mutual fund and/or ETF analysis; and third-party money manager analysis. They rely on financial newspapers, professional journals and other published materials as well as information from their research partners. The firm’s primary approach for client portfolios is recommending investment strategies based upon information relating to using diversified investment styles, multiple assets classes, and multiple investment managers to construct model portfolios that have various risk/return characteristics.	Analyst-Equity	-

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Linked companies

Private companies	4
Dartmouth College Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
WealthStone Family Office LLC WealthStone Family Office LLC Investment ManagersFinance WealthStone Advisors formulates investment advice and/or manages client portfolios by using different security analysis including charting; fundamental analysis; technical analysis; cyclical analysis; quantitative analysis; qualitative analysis; mutual fund and/or ETF analysis; and third-party money manager analysis. They rely on financial newspapers, professional journals and other published materials as well as information from their research partners. The firm’s primary approach for client portfolios is recommending investment strategies based upon information relating to using diversified investment styles, multiple assets classes, and multiple investment managers to construct model portfolios that have various risk/return characteristics.	Finance
Halite Partners LLC Halite Partners LLC Investment ManagersFinance Provides investment advisory services	Finance
SCS Financial Partners LLC SCS Financial Partners LLC Investment Banks/BrokersFinance Provides investment banking and financial services	Finance