Profile

Ms. Rosie Zhang, CFA, is a Senior Security Analyst at Westfield Capital Management Co. LP.
She focuses on investments in the consumer discretionary sector.
Prior to joining Westfield, she held equity analyst positions at Surveyor Capital and Sirios Capital in Boston concentrating on the consumer retail sectors.
She began her career in the Lehman Brothers investment banking division, where she focused on mergers and acquisitions.
She holds a Chartered Financial Analyst designation.
She earned her undergraduate degree in Commerce from the University of Virginia.

Former positions of Rosie Zhang

CompaniesPositionEnd
Analyst-Equity 30/04/2020
Analyst-Equity 29/11/2012
Corporate Officer/Principal 01/08/2011
Corporate Officer/Principal 01/07/2009
Corporate Officer/Principal 01/08/2008
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Training of Rosie Zhang

University of Virginia Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

6

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies5

Finance

Finance

Finance

Finance

Finance

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