Jeff Zhang, CFA
Index, Multi-Asset and Multi-Factor CIO
- 17 Years with the firm
- 25 Years of industry experience
Jeff is Mellon’s Index and Multi-Asset & Multi-Factor CIO. He oversees the index, multi-asset and multi-factor research and portfolio management teams.
Prior to the merger, Jeff was the Chief Investment Officer at Mellon Capital. In this role, he provided leadership on investment strategies and solutions, as well as management of the firm’s investment teams, including portfolio management, research, trading and strategist groups. Jeff chaired the Investment Management Committee, Investment Research Committee and ESG Committee and was a member of Mellon Capital’s Board of Directors.
Before that, he was head of Investment Research and led the research and development of the Global Tactical Asset Allocation® and active currency strategies. Jeff first joined the firm in 1997. In 2004, he served as partner and co-founder at Bayswater Asset Management LLC in San Francisco before returning to Mellon Capital in 2009. His prior experience includes performing equity research on the real estate investment trust (REIT) industry at Salomon Smith Barney.
Jeff earned an MBA from Yale University and a BS from Peking University. Jeff also holds the CFA® designation and is a member of the CFA Institute.
Experience listed may include partial year periods.