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LZ

Li Zhang

General Partner at Wedge Capital Management L L P/nc

Matthews, NC , United States

About

Li Zhang, CFA, is a General Partner at WEDGE Capital Management LLP in Matthews, NC, where she oversees the development and ongoing refinement of quantitative models applied across the firm's investment strategies. She has more than 22 years of investment experience and is an active member of the Investment Policy Committee, contributing to the firm's approach in both equity and fixed income markets, with a pronounced focus on value-oriented strategies for institutional clients.

Before joining WEDGE Capital Management in 2009, Li Zhang spent six years at Bank of America's corporate investment arm, developing quantitative strategies and economic forecasts, and previously served as a senior business analyst at Wachovia Bank, covering a range of banking activities. Her expertise is anchored in quantitative research, model development, and the application of disciplined, fundamentally-based investment approaches to identify market opportunities in sectors such as finance and consumer services, as well as broader equity and fixed income asset classes.

Ms. Zhang holds a Bachelor of Science in Industrial Management from Southwest Jiaotong University and a Master of Science in Operations Research from Northern Illinois University. She is recognized for her significant contributions to the advancement of quantitative investing within the institutional asset management industry, helping shape WEDGE Capital’s research-driven, value-centric investment philosophy.

Career History

OrganizationRoleDate RangeDetails
WEDGE Capital Management® L.L.P.General PartnerJan 2019 to Present
Bank of AmericaSenior Economic AnalystFeb 2007 to Feb 2009
Developed various analytical frameworks to align the proprietary economic analysis and forecasts with market perspective to support bank’s balance sheet management capital commitment and risk manageme...
Bank of AmericaVP, Equity TraderDec 2005 to Dec 2006
Developed actionable quantitative strategies such as earnings surprise strategy and event-driven strategy. Developed and executed profitable trade ideas for the trading and strategic portfolios Correc...
Bank of AmericaSenior Economic Research AnalystMar 2003 to Dec 2005
Accurately forecast the earnings for Consumer Discretionary sector and Health Care sector using the top-down macro approach. Provided accurate macro forecasts on consumer spending and CAPEX to the tra...
Wachovia, A Wells Fargo CompanyLead Business Analyst (Contract)May 2009 to Dec 2009
WEDGE Capital ManagementSenior Quantitative AnalystDec 2009 to Present
Bank of AmericaMarket Information Manager, Consumer Real Estate and Quantitative FinanceJun 2002 to Feb 2003
Performed business analysis, quantitative analysis and mining of different data sources using SAS/SQL and techniques such as clustering, profiling and decision trees. Built statistical and valuation m...
WachoviaSenior Knowledge and Research AnalystJul 1998 to Jun 2002
Feburary, 2001~June, 2002, Consumer credit team leader • Managed a team of three analysts under targeted marketing team, supporting the targeted marketing efforts of various internal clients, includin...
First UnionBusiness ConsultantJan 1998 to Jan 2001
Capital OneAnalystJan 1997 to Jul 1998

Education

Northern Illinois University

M.S., Operations Research

1995 1997

Southwest Jiaotong University

B.S., Industrial Management

1989 1993

Others at Wedge Capital Management L L P/nc (17)

NameRoleLocation
A
Andrei Bolshakov
General PartnerCharlotte, NC , United States
A
Andrew Rosenberg
General PartnerCharlotte, NC , United States
Caldwell Calame
Caldwell Calame
General PartnerCharlotte, NC , United States
Darrin Witt
Darrin Witt
General PartnerCharlotte, NC , United States
Jason Boles
Jason Boles
Equity AnalystCharlotte, NC , United States
L
Leah Long
Executive Vice PresidentCharlotte, NC , United States
M
Mike Ritzer
General PartnerCharlotte, NC , United States
R
Rich Hodde
partnerCharlotte, NC , United States
Wesley Stoltz
Wesley Stoltz
General Partner, Director of Fixed IncomeBelmont, NC , United States
A
Andrew Hamlin
Associate Equity AnalystCharlotte, NC , United States
Showing 1-10 of 17 team members