Min Zhang, CFA is Head of Investment Technology at United Capital, where she is responsible for innovating digital experience and data analytics. Min is also the creator of In Min We Trust, a video channel on personal finance, and a regular contributor to wealth management (www.totumrisk.com/press) and personal finance publications (moneyinc.com/author/mzhang/)
Min brings over 10 years of institutional investing experience to transform wealth management. Previously, Min was Founder and CEO of Totum, a wealth technology startup that enabled financial advisors to help investors understand how much risk they can afford (risk capacity) given their unique life situation. She also served as Director of Investment Risk Management at Pacific Life and VP in Asset Allocation Product Management at PIMCO. Min worked at Causeway Capital to create quantitative equity strategies and at Nutmeg.com to build automated recommendation algorithms.
Min earned an MBA from Stanford Graduate School of Business, a bachelor’s degree in Computer Science and Economics with Honors from Dartmouth College, and holds the CFA charter.