Anita Zhu, CFA® and CFP®, is the Chief Investment Officer at Quantis, where she has been serving clients since 2018. With more than a decade of experience in investment management, Anita has built a career spanning venture capital, fundamental credit research, and investment management for organizations and high-net-worth individuals.

Anita received her Master of Science in Finance from Johns Hopkins University. After graduation, she began her career as a fintech research analyst at a venture capital firm in Boston and later joined the mortgage and securitized products team at Morgan Stanley. She also worked with organizations and high net worth individuals at Oppenheimer and Co.

At Quantis, she specializes in investment research and retirement planning, with a focus on helping professionals navigate complex financial situations as their families and careers grow.

Originally from China, where she grew up on a farm, Anita is fluent in both English and Mandarin (with a little German and Python on the side). She lives in Washington, DC with her husband, Nash, and enjoys exercising, reading and traveling to experience different cultures and food.