Tom Zhu, Cfa
About Tom Zhu, Cfa
Tom Zhu is the Senior Vice President of Private Credit at Brookfield Asset Management in New York, with over a decade of experience in financial analysis and asset management.
Education and Expertise
Tom Zhu holds a Master’s Degree in Computer Science from the University of Chicago, completed in 2018. Additionally, he earned a Master of Business Administration in Finance from The University of Chicago Booth School of Business, graduating in 2018. Prior to this, he achieved a Bachelor's Degree in Economics from the University of California, Davis in 2009. Zhu also holds the Chartered Financial Analyst (CFA) designation, underscoring his robust financial analysis skills.
Role at Brookfield Asset Management
Currently, Tom Zhu serves as the Senior Vice President, Private Credit at Brookfield Asset Management in New York, New York. In this role, Zhu focuses on managing and overseeing the private credit strategies and their implementations. Before this position, he has transitioned from being the Senior Vice President, Retirement Services, a role he held from 2021 to 2024. This indicates a strong adaptability and an expanding expertise within the company.
Previous Roles at Brookfield Asset Management
Tom Zhu's tenure at Brookfield Asset Management extends back to 2018 when he served as the Director of Real Asset Solutions, based in Chicago, Illinois, until 2021. His experience during this period involved working on diverse real asset solution strategies, showcasing his versatility across multiple facets of asset management. His various roles reflect a broad understanding of different financial services throughout his career.
Experience at Albourne Partners
Before joining Brookfield Asset Management, Tom Zhu worked at Albourne Partners where he served as a Research Analyst from 2010 to 2014. He then advanced to the role of Portfolio Analyst, where he worked from 2014 to 2016. His tenure at Albourne Partners allowed him to develop a solid foundation in financial research and portfolio analysis, which subsequently informed his later roles.
Career Overview
With over a decade of experience in financial analysis and asset management, Tom Zhu has developed a strong background in real asset solutions and retirement services. His career has allowed him to work both in Chicago and New York, providing a geographically diverse understanding of the financial markets. Zhu's transition from retirement services to private credit within Brookfield Asset Management highlights his continuous professional growth and expanding expertise in the financial sector.