Joyce Zhang, CFA

Joyce Zhang joined the investment team at Wallace in 2016. She assists the chief investment officer in the management of the foundation’s investment portfolio. Her responsibilities include the monitoring of investment managers, and risk management and analytical support.

Prior to Wallace, Zhang worked as a senior fixed income trader at Ping An Asset Management, one of the largest insurance companies in China. There, she traded Chinese and Hong Kong stocks and international bonds for 200 portfolios with more than $100 billion in assets and was one of the firm’s top traders.

Zhang received her M.B.A. from Yale University. She holds an M.S. in global business from Pepperdine University and a B.S. in electrical engineering from Sun Yat-sen University in Guangzhou, China. She is both a chartered financial analyst and chartered alternative investment analyst.

Zang is a Kauffman Fellow, part of a two-year program dedicated to advancing education, leadership, and networking for venture capitalists and innovation leaders. She also serves as a New York chapter leader for the Association of Asian American Investment Managers, advocating for greater diversity and inclusion within the investment industry.