Julie Zhu

Julie Zhu, CFA, FRM, currently serves as an Investment Counselor in Product and Investment Solutions at CITIC Securities International since February 2023. Prior to this role, Julie held the position of Senior Vice President at DC Wealth Management (HK) Limited from January 2019 to February 2023, where responsibilities included monitoring and managing multiple family office investment portfolios across various asset classes. Julie's experience also encompasses roles as an Investment Analyst at BC Global Asset Management Limited and as a Senior Data and Reporting Analyst at Maples Group. Julie began the career as a Quantitative Finance Analyst Intern at Guotai Junan Futures. Julie holds a Master of Finance in Investment Management from The Hong Kong Polytechnic University and dual degrees in Mathematics and Human Resources Management from Nankai University.