Profile
Jack P.
Zhang worked as the Managing Director of Research & Risk Management at WealthStone Family Office LLC.
He then worked as the Director of Risk Management at Halite Partners LLC from 2017 to 2018.
Prior to that, he was a Vice President at SCS Financial Partners LLC from 2012 to 2017.
Zhang received his undergraduate degree from Dartmouth College in 2010.
Former positions of Jack P. Zhang
| Companies | Position | End |
|---|---|---|
Halite Partners LLC
 Halite Partners LLC Investment ManagersFinance Halite Partners LLC provides investment advisory services. The private company is based in Columbus, OH. | Corporate Officer/Principal | 31/07/2018 |
SCS Financial Partners LLC
 SCS Financial Partners LLC Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., SCS Financial Partners LLC is a company that provides investment banking and financial services. The company is based in Boston, MA. | Corporate Officer/Principal | 30/06/2017 |
WealthStone Family Office LLC
 WealthStone Family Office LLC Investment ManagersFinance WealthStone Family Office LLC (does business as WealthStone Advisors) is a registered investment adviser and wealth management firm founded in 1977. The firm is a direct subsidiary of WealthStone Holdings, Inc. Headquartered in Columbus, Ohio, WealthStone Advisors provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; businesses; charitable organizations; pension and profit-sharing plans (other than plan participants); and corporations, trusts, or other businesses. | Analyst-Equity | - |
Training of Jack P. Zhang
| Dartmouth College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
WealthStone Family Office LLC
WealthStone Family Office LLC Investment ManagersFinance WealthStone Family Office LLC (does business as WealthStone Advisors) is a registered investment adviser and wealth management firm founded in 1977. The firm is a direct subsidiary of WealthStone Holdings, Inc. Headquartered in Columbus, Ohio, WealthStone Advisors provides investment advisory services to individuals (other than high-net worth individuals); high-net worth individuals; businesses; charitable organizations; pension and profit-sharing plans (other than plan participants); and corporations, trusts, or other businesses. | Finance |
Halite Partners LLC
Halite Partners LLC Investment ManagersFinance Halite Partners LLC provides investment advisory services. The private company is based in Columbus, OH. | Finance |
SCS Financial Partners LLC
SCS Financial Partners LLC Investment Banks/BrokersFinance Part of Focus Financial Partners, Inc., SCS Financial Partners LLC is a company that provides investment banking and financial services. The company is based in Boston, MA. | Finance |
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