Profile
Mr. David Zhao is a Portfolio Manager & Managing Director at BlackRock Advisors LLC and at BlackRock Investment Management LLC.
He is Co-Director of Research for the US Income & Value team within the Fundamental Active Equity business of BlackRock's Active Equities Group.
Mr. Zhao is a Portfolio Manager for the BlackRock Equity Dividend portfolios.
He also has partial research coverage for the information technology and telecoms sectors.
Prior to joining BlackRock, Mr. Zhao was a Global Equity Senior Research Analyst and Principal at Pzena Investment Management covering technology, US banks/brokers, medical technology, non-life insurance, financial technology and select industrials.
He began his career as an Analyst at Lehman Brothers covering technology M&A; and later within the Institutional Equities Corporate Strategy Group.
He holds a BA of Arts with degrees in Economics and Computer Information Systems and graduated Cum Laude from Northwestern University.
David Zhao active positions
| Companies | Position | Start |
|---|---|---|
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Analyst-Equity | 01/04/2016 |
BlackRock Investment Management LLC
BlackRock Investment Management LLC Investment ManagersFinance BIM offers a range of investment solutions such as cash management, equity, fixed income, alternative and multi-asset strategies. | Portfolio Manager-Equities | 01/04/2016 |
Former positions of David Zhao
| Companies | Position | End |
|---|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Corporate Officer/Principal | - |
Pzena Investment Management LLC
Pzena Investment Management LLC Investment ManagersFinance Pzena follows a disciplined investment process to implement its classic value philosophy. The firm builds high active share, concentrated portfolios that are centered around intelligent decisions and research. Their decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerages and other firms. Pzena offers advice on equities, including exchange-listed securities, securities traded over the counter and foreign issues. The firm also manages a credit portfolio consisting of leveraged loans, high yield bonds, and other debt instruments. | Analyst-Equity | - |
Training of David Zhao
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Lehman Brothers, Inc.
Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services | Finance |
BlackRock Advisors LLC
BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors offers investors around the world a variety of investment products that span across asset classes, market-caps, investment styles and geographic regions. Their mandates include cash management, equity, fixed income, alternative, multi-asset and quantitative equity strategies. | Finance |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BlackRock Investment Management LLC
BlackRock Investment Management LLC Investment ManagersFinance BIM offers a range of investment solutions such as cash management, equity, fixed income, alternative and multi-asset strategies. | Finance |
Pzena Investment Management LLC
Pzena Investment Management LLC Investment ManagersFinance Pzena follows a disciplined investment process to implement its classic value philosophy. The firm builds high active share, concentrated portfolios that are centered around intelligent decisions and research. Their decisions are largely driven by its own investment research findings as supplemented by research obtained from brokerages and other firms. Pzena offers advice on equities, including exchange-listed securities, securities traded over the counter and foreign issues. The firm also manages a credit portfolio consisting of leveraged loans, high yield bonds, and other debt instruments. | Finance |
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