Jim Zhao

Portfolio Manager-Equities at American Century Investment Management, Inc.

Finance

Consumer Services

Profile

Mr. Jun Zhao, CFA MBA, is a Vice President & Portfolio Manager at American Century Investment Management, Inc. He joined the company in 2009, previously held Equity Analyst positions with Oppenheimer Capital, Federated Global Investment Management and Morgan Stanley Investment Management.
He has worked in the industry since 1999.
Mr. Zhao has a bachelor's degree in physics and a master's degree in civil and environmental engineering from Clarkson University in Potsdam, NY.
He also holds an MBA from Carnegie Mellon University.
Mr. Zhao is a CFA charter holder.

Jim Zhao active positions

Companies	Position	Start
American Century Investment Management, Inc. American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.	Portfolio Manager-Equities	2008-12-31

All active positions of Jim Zhao

Former positions of Jim Zhao

Companies	Position	End
Oppenheimer Capital Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.	Corporate Officer/Principal	2008-02-29
Federated Investment Management Co. Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc. and their ultimate parent is Federated Investors, Inc. (NYSE: FII). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options for a wide range of investors.	Analyst-Equity	2007-06-29

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Training of Jim Zhao

Fudan University	Undergraduate Degree
Carnegie Mellon University	Masters Business Admin

Experiences
Positions held

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Inactive

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Private companies

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Connections

100 +

1st degree connections

1st degree companies

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Linked companies

Private companies	3
Federated Investment Management Co. Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc. and their ultimate parent is Federated Investors, Inc. (NYSE: FII). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options for a wide range of investors.	Finance
American Century Investment Management, Inc. American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.	Finance
Oppenheimer Capital Oppenheimer Capital Investment ManagersFinance Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.	Finance

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