Catherine Zhang

Catherine (Shu) Zhang is a highly experienced finance professional with a robust background in client advisory and portfolio management. Currently serving as First Vice President and International Client Advisor at Morgan Stanley, Catherine also holds certifications as a Certified Financial Planner (CFP®), Chartered Retirement Plans Specialist (CRPS™), Certified Estate Planner (CEP®), and Certified Divorce Financial Analyst (CDFA®). Previously, Catherine held Vice President roles in Fixed Income Trading and Investment Banking at Merrill Lynch, and contributed as a Supply Chain, Logistics, and Material Flow Leader at HARMAN/BECKER AUTOMOTIVE SYSTEMS. Catherine earned a Master’s degree in Operations Research from the University of Florida and has furthered business acumen at NYU Stern School of Business.