Aimei Zhong, CFA®, CAIA

Managing Vice President, Equity & Risk

Aimei Zhong is the Managing Vice President, Equity & Risk. She leads the equity team, which oversees actively and passively managed equity funds and Trust Series. Ms. Zhong has over 22 years of investment experience. Prior to joining the firm in August 2020, she was a Director and Global Head of Equity Investment Manager Research for Citi Investment Management at the Private Bank, responsible for the development and growth of the bank’s discretionary and advisory programs. Previously, Ms. Zhong led the manager selection at Voya Investment Management’s Multi-Asset Strategies & Solutions group. Ms. Zhong has also worked as a Portfolio Manager with SEI Investments, where she played a key role in restructuring multi-manager portfolios and developing new strategies. Ms. Zhong received a Master of Business Administration degree in Finance from the University of Notre Dame, and a Bachelor of Science degree in Economics and International Finance from Xi’an Jiaotong University in China. She holds the Chartered Financial Analyst® (CFA) and Chartered Alternative Investment Analyst (CAIA) designations and is a member of the Financial Analysts Society of Philadelphia. She also worked as an adjunct professor at Villanova University’s business school from 2011 to 2019.