Author: Min Zhang
Min Zhang is chief executive officer and co-founder of Totum Wealth, a turnkey solution providing holistic investment insights for financial advisors and their clients. Since founding Totum in 2015, Zhang continues to oversee strategic planning and day-to-day operations for the company including, business and software development, partnerships and customer relations. Zhang brings more than a decade of experience in finance and investment management. Previously, Zhang was Director of Investment Risk Management at Pacific Life Fund Advisors. She also served as Vice President in Asset Allocations Product Management at PIMCO, where she developed and launched new products, assessed product strategies, and presented solutions to address client needs. Prior to that, Zhang worked at Nutmeg.com as a strategy and product consultant, generating forecasting ideas and models to build investment products. At Causeway Capital Management LLC., Zhang served as a quantitative research analyst, analyzing information from economists to inform portfolio positioning. Zhang also served as an equity research associate at Lehman Brothers, where she developed investment ideas based on industry trends and managed several stocks. Zhang earned an MBA from Stanford Graduate School of Business in Stanford, Calif. and received her bachelor’s degree in Computer Science and Economics from Dartmouth College in Hanover, N.H.