Shirley Zeng

Shirley Zeng is a Portfolio Manager at Artemis Wealth Advisors in New York, where she is responsible for overseeing investment strategy and portfolio construction for high net worth individuals and family offices. She specializes in multi-asset allocation and works closely with clients to tailor investment solutions, focusing on equities, fixed income, and alternative investment strategies within a global context.

Before joining Artemis Wealth Advisors in 2013, Shirley was a Research Analyst at Orion Funds, where she focused on investment research and due diligence for portfolios spanning public and private markets. Earlier in her career, she served as a Programmer Analyst at Silver Point Capital, providing her with foundational analytical and quantitative skills for the financial sector.

Shirley is a Chartered Financial Analyst (CFA) charterholder and a member of the New York Society of Securities Analysts, reflecting her expertise in securities analysis, portfolio management, and investment research. She is recognized for her disciplined investment process and commitment to high standards in wealth management for complex client portfolios.