About
Gang Zhou is currently a Portfolio Analyst at NewSquare Capital, LLC, located in Newtown Square, Pennsylvania. In this role, he is responsible for supporting portfolio management by analyzing investment holdings, researching market trends, and contributing to asset allocation strategies within the firm's diverse investment offerings.
His expertise spans multi-asset portfolio construction and quantitative research, with a focus on equity and fixed income securities across both U.S. and global markets. Gang Zhou leverages his analytical skills to help optimize investments in traditional asset classes, ensuring risk-adjusted returns that align with client objectives.
Gang Zhou brings years of experience from previous financial roles, solidifying his reputation for rigorous data analysis and thoughtful investment processes. While specific educational credentials and past positions are not publicly listed, his longstanding career and continuing professional contribution underscore his commitment to delivering robust investment solutions and insights in portfolio management at NewSquare Capital.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NewSquare Capital, LLC | Portfolio Analyst | May 2015 to Present | — |
| Memorial Sloan Kettering Cancer Center | HRIS Intern | Jun 2014 to Apr 2015 | 1. Working closely with Human Resources Managers with in HRIS to assist with day-to-day operations that will support employees on various new projects. 2. Helping in testing HR system enhancements, wr... |
| Nasdaq | Consultant | Oct 2013 to Apr 2014 | 1. Assist Associate Vice President of U.S. Options & Futures Department in connection with client information management. 2. Assist the traders and market makers on the trading floor with their cust... |
| Industrial and Commercial Bank of China | Intern | Jul 2013 to Aug 2013 | 1.Prepare financial statements credit analysis 2.Prepare research reports on U.S. capital market and various industries 3.Performed background check on three U.S. listed China-based companies and thei... |
Education
Stevens Institute of Technology
Master's degree, Financial Engineering
2012 — 2014
Southwestern University of Finance and Economics
Bachelor's Degree, Mathematics & Economics(dual degrees)
2007 — 2012
Others at Newsquare Capital LLC (8)
| Name | Role | Location |
|---|---|---|
| Senior Municipal Portfolio Manager | Philadelphia, PA , United States | |
M Miguel Biamon | Senior Fixed Income Portfolio Manager | Newtown Square, PA , United States |
| Vice President | Malvern, PA , United States | |
A Andrew Zach | Portfolio Analyst | Philadelphia, PA , United States |
L Laurie Freeborn | PM | Canada |
L Lee Grout | Senior Portfolio Manager | Downingtown, PA , United States |
| Portfolio Manager | Lansdale, PA , United States | |
| Analyst | Newtown Square, PA , United States |
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