Anita Zhu CFA, MSF Senior Investment Analyst/Wealth Management Associate

Chartered Financial Analyst® – CFA® and portfolio manager Anita Zhu has worked across diverse financial sectors including corporate finance at Morgan Stanley and portfolio management for organizations and high net worth individuals at Oppenheimer and Co.

Anita received her Master of Science in Finance from The Johns Hopkins University. Today, Anita specializes in financial and investment research in suppport of the Advisors and their work for young professionals with complex financial conditions as their family and career grow.

Anita was born in Jiangsu, China where she grew up on a farm. She speaks English and Mandarin fluently (but her German and Python are a bit rusty). Anita lives in DC with her husband, Nash, and enjoys cooking, hiking, and gardening.

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Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.