Profil
Mr. Yinan Zhao, CFA MBA, is a Principal & Senior Research Analyst at Pzena Investment Management LLC.
He joined Pzena Investment Management in 2016 and has over 19 years of industry experience.
Previously, Mr. Zhao worked at Susquehanna International Group as a Senior Research Associate and as a Research Analyst at Merrill Lynch.
He earned a B.S.
in Electrical Engineering from Stanford University and an M.B.A. from Columbia Business School where he also completed the Value Investing Program.
He holds the Chartered Financial Analyst designation.
Aktive Positionen von Yinan Zhao
| Unternehmen | Position | Beginn |
|---|---|---|
Pzena Investment Management LLC
Pzena Investment Management LLC Investment ManagersFinance Pzena follows a disciplined investment process to implement its classic value philosophy. The firm builds high active share, concentrated portfolios that are centered around intelligent decisions and research. Their decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerages and other firms. Pzena offers advice on equities, including exchange-listed securities, securities traded over the counter and foreign issues. The firm also manages a credit portfolio consisting of leveraged loans, high yield bonds, and other debt instruments. | Analyst-Equity | 01.06.2016 |
Ehemalige bekannte Positionen von Yinan Zhao
| Unternehmen | Position | Ende |
|---|---|---|
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.04.2014 |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Analyst-Equity | 31.01.2010 |
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01.03.2009 |
Ausbildung von Yinan Zhao
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 6 |
|---|---|
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/
Merrill Lynch, Pierce, Fenner & Smith, Inc. /Old/ Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Provides financial services | Finance |
Susquehanna Financial Group LLLP
Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Provides brokerage services | Finance |
Stanford University
Stanford University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pzena Investment Management LLC
Pzena Investment Management LLC Investment ManagersFinance Pzena follows a disciplined investment process to implement its classic value philosophy. The firm builds high active share, concentrated portfolios that are centered around intelligent decisions and research. Their decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerages and other firms. Pzena offers advice on equities, including exchange-listed securities, securities traded over the counter and foreign issues. The firm also manages a credit portfolio consisting of leveraged loans, high yield bonds, and other debt instruments. | Finance |
Columbia Business School
Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















