Alan Zhang
Portfolio Manager | Director, Wealth Management
- Role
- Director, Wealth Management at IEQ Capital
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Alan Zhang
I advise UHNW families, trusts, foundations, endowments, and family offices through a…
Experience
Director, Wealth Management
Aug 2025 — Present · San Francisco, CA, US
Serve UHNW families, trusts, foundations, endowments, and family offices with white-glove family office support across public and private portfolios plus integrated financial, tax, and estate planning- Manage integrated planning that connects portfolio design and wealth strategy to key life events across balance sheet, cash flow, liquidity, estate, and philanthropy- Lead due diligence and allocation decisions across public and private investments, including private equity, private credit, real estate, secondaries, venture capital, and hedge funds
Education
Washington University in St. Louis
Bachelor's degree
University of California, Berkeley
Master's degree
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