angle-left null Shawn Zhang, CFA
Shawn Zhang, CFA

Shawn Zhang, CFA

Senior Research Analyst

  • 13 Years with the firm
  • 13 Years of industry experience

Shawn is a senior research analyst. He is responsible for quantitative research efforts to enhance both active and multi-factor equity strategies.

Shawn has been in the investment industry since 2007. In 2007, he joined Franklin Portfolio Associates (FPA), a legacy firm, where he served as a quantitative analyst. He remained with FPA until its merger with Mellon Capital in 2009 and has been an employee since then. His previous roles include quantitative research analyst intern at Federated Investors, along with various software engineering positions with Alcatel, 3Com, and Motorola.

Shawn is a member of CFA Institute. He earned an MBA from the University of Chicago and an MS in electrical and computer engineering from the University of Iowa.

Experience listed may include partial year periods.