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.