Jian Zhang Cfa, Caia

Jian Zhang, CFA, CAIA, currently serves as the AVP of Investments at Captive Resources, LLC since July 2022. Prior experience includes a role as Senior Consulting Analyst at NEPC, LLC, where Jian worked with institutional and ultra-high net worth clients, conducting investment manager searches and asset allocation studies. As an Investment Associate at Wipfli Financial Advisors, Jian constructed diversified portfolios and collaborated with Financial Advisors to enhance client relationships. Additional experience encompasses financial management roles at the University of Notre Dame and Lippert Components, Inc., as well as academic research and tutoring at Indiana University South Bend. Jian holds an MBA in Corporate Finance and Business Analytics from the University of Notre Dame and a B.B.A. in Finance and International Business from Indiana University South Bend.