Ricky Zheng

Zheng, Ricky website 2024

Ricky Zheng, CFA

Senior Manager - Investment Strategy
  • Chartered Financial Analyst (CFA)
  • MS in Financial Engineering - Columbia University
  • BA in Economics and a BE in Electrical and Electronics Engineering- Nanyang Technological University in Singapore
  • 10+ Years Experience in the Financial Services Industry
  • Previous Experience:
    • Vice President/Portfolio Manager - Invesco Great Wall Fund Management Company
    • Citadel LLC - Hedge Fund
    • Morgan Stanley

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.