Frank Zhang, Cfa Email and Phone Number
Frank Zhang, Cfa personal email
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GW Capital GroupInvest Wisely. Live Freely. Retire Early.What does Financial Freedom mean to you? I currently engage in private asset management and asset management education. I am a CFA Charterholder, real estate investor and a passionate global, value-oriented, multi-asset portfolio investor, actively looking for the next viable investment for myself, my partners and my clients.I have worked for capital management firms based in Europe, United States, Canada and Southeast Asia. I have extensive experiences in identifying and assessing investment opportunities, reviewing financial statements, building and maintaining valuation models, analyzing industry activities and global economic events and monitoring company portfolios.I graduated from Ivey Business School with distinction, specializing in investment management and accounting. I have also completed my Master of Financial Economics at Western University with hands-on experiences on quantitative analysis and risk management.
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Managing DirectorGw Capital Group 2019 - PresentCorporateWe work with your unique business to design tax and cost-efficient systems, for you to make use of your excess funds, accelerate growth, protect your key persons, and retain top talents.PersonalWe provide tailored comprehensive asset management solutions to high net worth individuals and families, professionals, and business owners. We implement effective and innovative strategies that align with your goals, from asset accumulation to asset retention, from family protection to debt-free retirement.Alternative Asset ManagementWe go beyond stocks and bonds to offer you a diversified investment portfolio that provides predictable and sustainable cash flow in good times and bad. We complement this with a suite of innovative banking products to make sure you do not leave money on the table.
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Private Asset ManagementGreat-West Life 2017 - 2019I developed customed portfolios and asset management plans to HNW families & individuals, business owners and corporations. I dialogued with top fund managers to gain inside views and screen funds for inclusion into our customized HNW portfolios.
Frank Zhang, Cfa Skills
Frank Zhang, Cfa Education Details
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Honours Business Administration -
Accounting And Finance
Frequently Asked Questions about Frank Zhang, Cfa
What company does Frank Zhang, Cfa work for?
Frank Zhang, Cfa works for Gw Capital Group
What is Frank Zhang, Cfa's role at the current company?
Frank Zhang, Cfa's current role is Managing Director at GW Capital Group | Private Asset Management | YouTuber.
What is Frank Zhang, Cfa's email address?
Frank Zhang, Cfa's email address is zh****@****ail.com
What schools did Frank Zhang, Cfa attend?
Frank Zhang, Cfa attended Ivey Business School At Western University, Western University.
What are some of Frank Zhang, Cfa's interests?
Frank Zhang, Cfa has interest in Personal Finance, Volunteering, Economic Empowerment, Public Speaking, Personal Training, Socializing, Finance And Investment, Swimming, Golf, Investment.
What skills is Frank Zhang, Cfa known for?
Frank Zhang, Cfa has skills like Financial Modeling, Valuation, Entrepreneurship, Investment Banking, Private Equity, Finance, Financial Analysis, Bloomberg, Economics, Investment Analysis And Portfolio Management, Investments.
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