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Aimei Zhong
Portfolio Manager-Equities at MissionSquare Investments
Profile
Ms. Aimei Zhong is a Managing Vice President at MissionSquare Investments.
She leads the equity team, which oversees actively and passively managed equity funds and Trust Series.
Ms. Zhong has over 22 years of investment experience.
Prior to joining the firm in August 2020, she was a Director and Global Head of Equity Investment Manager Research for Citi Investment Management at the Private Bank, responsible for the development and growth of the bank’s discretionary and advisory programs.
Previously, Ms. Zhong led the manager selection at Voya Investment Management’s Multi-Asset Strategies & Solutions group.
Ms. Zhong has also worked as a Portfolio Manager with SEI Investments, where she played a key role in restructuring multi-manager portfolios and developing new strategies.
She also worked as an adjunct professor at Villanova University’s business school from 2011 to 2019.
Ms. Zhong received a Master of Business Administration degree in Finance from the University of Notre Dame, and a Bachelor of Science degree in Economics and International Finance from Xi’an Jiaotong University in China.
She holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations and is a member of the Financial Analysts Society of Philadelphia.
Aimei Zhong active positions
Companies | Position | Start |
---|---|---|
MissionSquare Investments
![]() MissionSquare Investments Investment ManagersFinance MissionSquare Investments is a registered investment advisor headquartered in Washington, DC. Formerly known as Vantagepoint Investment Advisers LLC, the firm is a wholly-owned subsidiary of The International City Management Association Retirement Corp. (dba MissionSquare Retirement), a Delaware non-stock, non-profit corporation established in 1972. MissionSquare Investments provides the investment advisory and management services to Vantage Trust Company LLC (VTC), a New Hampshire non-depository trust company. | Portfolio Manager-Equities | 2020-07-31 |
Former positions of Aimei Zhong
Companies | Position | End |
---|---|---|
Citigroup Global Markets Europe AG
![]() Citigroup Global Markets Europe AG Investment Banks/BrokersFinance Citigroup Global Markets Europe AG is the German brokerage subsidiary of Citigroup Global Markets Finance Corp. & Co. beschkränkt, ultimately held by Citigroup, Inc. (NYSE: C) in the US. Headquartered in Frankfurt, the firm was founded in 1926 and provides a full spectrum of brokerage services that allows clients to access equity trading, such as shares, ETFs and Fixed Income securities across the world on 37 different stock markets. Equities include common stocks, preferred shares, ETFs and Depositary Receipts. Fixed Incomes include Corporate and Governments bonds trading in a wide range of currencies, coupon types and maturity ranges, both Investment Grade and non-Investment Grades. | Director of Research - Equity | 2020-07-31 |
SEI Investments Management Corp.
![]() SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Portfolio Manager-Equities | 2012-12-31 |
Training of Aimei Zhong
University of Notre Dame | Masters Business Admin |
Xi'an Jiaotong University City College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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MissionSquare Investments
![]() MissionSquare Investments Investment ManagersFinance MissionSquare Investments is a registered investment advisor headquartered in Washington, DC. Formerly known as Vantagepoint Investment Advisers LLC, the firm is a wholly-owned subsidiary of The International City Management Association Retirement Corp. (dba MissionSquare Retirement), a Delaware non-stock, non-profit corporation established in 1972. MissionSquare Investments provides the investment advisory and management services to Vantage Trust Company LLC (VTC), a New Hampshire non-depository trust company. | Finance |
Citigroup Global Markets Europe AG
![]() Citigroup Global Markets Europe AG Investment Banks/BrokersFinance Citigroup Global Markets Europe AG is the German brokerage subsidiary of Citigroup Global Markets Finance Corp. & Co. beschkränkt, ultimately held by Citigroup, Inc. (NYSE: C) in the US. Headquartered in Frankfurt, the firm was founded in 1926 and provides a full spectrum of brokerage services that allows clients to access equity trading, such as shares, ETFs and Fixed Income securities across the world on 37 different stock markets. Equities include common stocks, preferred shares, ETFs and Depositary Receipts. Fixed Incomes include Corporate and Governments bonds trading in a wide range of currencies, coupon types and maturity ranges, both Investment Grade and non-Investment Grades. | Finance |
SEI Investments Management Corp.
![]() SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Finance |
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