Jack Zhao, Cfa
About Jack Zhao, Cfa
Jack Zhao, CFA, is a Senior Equity Analyst and Portfolio Manager at Explore Strategies, with a strong background in management consulting and investment.
Senior Equity Analyst & Portfolio Manager at Explore Strategies
Jack Zhao serves as a Senior Equity Analyst and Portfolio Manager for Explore Strategies. In this role, Jack is responsible for analyzing equity investments and managing portfolio strategies. His work involves deep financial analysis, market research, and strategic investment planning to optimize portfolio performance.
Education at The University of Chicago Booth School of Business
Jack Zhao earned his MBA from The University of Chicago Booth School of Business. Known for its rigorous finance curriculum and emphasis on analytical thinking, the program equipped Jack with advanced skills in strategic management, financial analysis, and investment decision-making.
Educational Background in Economics and Operations Research & Engineering from Cornell University
Jack Zhao holds a dual degree in Economics and Operations Research & Engineering from Cornell University. This combination provided him with a strong foundation in economic theories and quantitative analysis, essential skills for his career in investment management and financial analysis.
Management Consulting Experience at Oliver Wyman and Dean & Company
Before transitioning to the investment sector, Jack Zhao accumulated valuable experience in management consulting. He worked at Oliver Wyman and Dean & Company, where he refined his skills in strategic planning, operations optimization, and business analysis.
Investment Team Experience at Bessemer Trust and FLAG Capital
Jack Zhao has previous experience working with the investment teams at Bessemer Trust and FLAG Capital. These roles involved conducting in-depth financial analyses, assessing investment opportunities, and supporting the development of investment strategies.