Min Zhang, CFA®Vice President, Investment Technology
What's your dream for the company?
My dream is to assist financial advisors in providing outstanding guidance, investments, and service.
What are three words people use to describe you?
Nerd, kind, funny
When you are not working, what do you care about most?
My daughter, a new addition to the family!
What's your MoneyMind®?
Protection with a dash of Happiness—only when I know I have financial security can I enjoy life! (I helped update MoneyMind, so I may have gamed the system.)
Min Zhang, CFA, is VP of Investment Technology at United Capital, where she is responsible for innovating new digital investment tools for clients and advisors. Prior to joining United Capital, Min was a fintech entrepreneur and investment analyst. Min graduated with honors from Dartmouth College with a bachelor’s degree in computer science and economics. She also earned an MBA from Stanford.