Anita Zhu

Anita Zhu, CFA, is a Portfolio Manager and Financial Advisor with experience managing portfolios for high-net-worth clients, conducting financial planning, and building investment proposals tailored to clients' needs. With a background in finance and experience at various financial institutions, Anita brings a strong expertise in investment models, stock screening, and client relationship management. Anita's educational background includes a Master's degree in Finance from The Johns Hopkins University - Carey Business School.