Msf Julia Zhu (Ye)

Julia (Ye) Zhu, MSF, CFA, is a seasoned investment professional currently serving as Senior Investment Manager at Blue Cross Blue Shield of Massachusetts since July 2023. Previously, Julia worked as a Private Wealth Manager at Creative Planning, focusing on high-net-worth clients and their comprehensive financial planning needs. Julia has extensive experience in portfolio management from prior roles at Ballentine Partners, LLC, and internship experiences that include Wilmington Trust and PricewaterhouseCoopers, where expertise in M&A, financial analysis, and tax due diligence was gained. Julia's educational background includes a Master's in Finance from Boston College and a Certified Private Wealth Advisor® certification from The University of Chicago Booth School of Business.