Jack Zhao, CFA®

Senior Equity Analyst & Portfolio Manager of Explore Strategies

About Jack

Jack holds dual roles on the investment team – As a Senior Equity Analyst, he contributes to new idea generation and maintenance research of existing holdings within the core Summitry equities portfolio. As a Portfolio Manager of Explore Strategies, he oversees Summitry’s asset allocation models, as well as investments in external managers in traditional and alternative asset classes. His research philosophy centers on quality and intrinsic value, with experience across sectors, geographies, and asset classes.

Jack has worked in investment management since 2012, with prior experience on the investment teams at Bessemer Trust and FLAG Capital. Prior to that, he worked in management consulting at Oliver Wyman and Dean & Company. Jack received his MBA from The University of Chicago Booth School of Business and his BA/BS dual degree in Economics and Operations Research & Industrial Engineering from Cornell University. Jack is a CFA® charterholder.

Jack currently lives in San Mateo with his wife and dog. In his free time, he enjoys all things sports, exercise, and exploring the world.

Q & A

  • What drew you to the Bay Area?

    I’ve always loved the Bay Area. The hustle and bustle of a true city, the numerous opportunities to explore the outdoors, and the offer of a more balanced life (relative to living in NYC).
  • What does “living your best Bay Area Life” mean to you?

    It means having a job I’m excited to wake up to every day. It means being able to easily find myself in wine country one weekend and then skiing in Tahoe the next. The Bay Area that consists of thousands of micro-neighborhoods offer many different ways to experience and define what it means to live your best life.
  • Discuss a solution you provided for a client that you’re extremely proud of.

    On the investment team, I always look forward to the opportunity to interact with our clients through quarterly calls and our annual VISION event. It’s always great to speak with the clients regarding our investments and make sure they understand what is happening in their portfolio.
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Alex Katz

Chief Growth Officer