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Jack Zhao

Founder at Stock.us

Jack Zhao is a prominent figure in the finance and investment sector, currently serving as the Senior Equity Analyst and Portfolio Manager at Summitry, a wealth management firm based in San Francisco. In his role, he focuses on generating investment ideas and overseeing asset allocation models, with a strong emphasis on quality and intrinsic value across various sectors and asset classes.12

Education and Qualifications

Zhao holds an MBA from the University of Chicago Booth School of Business and a dual degree (B.A. and B.S.) in Economics and Operations Research & Industrial Engineering from Cornell University. He is also a Chartered Financial Analyst (CFA) charterholder, which underscores his expertise in investment research, financial modeling, and strategic planning.12

Professional Experience

Before his tenure at Summitry, Zhao accumulated extensive experience in investment management:

  • Senior Equity Analyst at Summitry since January 2022.
  • Previously served as an Equity Analyst at Summitry for over three years.
  • Worked as an Associate Vice President at Bessemer Trust and held positions at FLAG Capital Management and Oliver Wyman, where he specialized in management consulting.12

Skills and Specializations

Zhao's specialties include:

  • Investment research
  • Financial modeling & forecasting
  • Valuation and competitive analysis
  • Private equity due diligence
  • Data analysis using tools like SAS, SQL, VBA, R, and Python.12

Overall, Jack Zhao's background reflects a robust combination of academic achievement and practical experience in the financial industry, positioning him as a knowledgeable leader in equity analysis and portfolio management.

Highlights

Dec 19 · summitry.com
Jack Zhao, CFA
Nov 20 · nyse.com
NYSE: The New York Stock Exchange
Apr 30 · apnews.com
Binance founder Changpeng Zhao sentenced to 4 months ...
Apr 30 · nytimes.com
Binance Founder Sentenced to 4 Months in Prison

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Jack Zhao
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Location

Hong Kong SAR