Charlotte Zhang

Charlotte (Jinglan) Zhang is a prominent figure in the nonprofit and investment sectors, currently serving as a Portfolio Manager at the Inatai Foundation in San Francisco, California. She has a strong background in strategy consulting and investment management, with a focus on advancing social causes through financial resources.

Professional Background

• Inatai Foundation: Charlotte has held several roles at the Inatai Foundation, including Director and Associate Director, where she has been instrumental in building and managing investment portfolios that support various nonprofit initiatives. Her work involves selecting external investment managers and conducting portfolio research to align with the foundation's mission of impactful philanthropy.12
• Seed Consulting Group: She is also a founding partner of Seed Consulting Group, a nonprofit that provides pro bono strategy consulting to organizations focused on environmental and public health issues.1
• Previous Experience: Prior to her current role, Charlotte worked as an investor at ICONIQ Capital and held positions at Medley Partners and Raymond James Financial, where she was involved in due diligence for private equity funds and technology investment banking.2

Education

Charlotte graduated with honors from the University of California, Berkeley, where she earned a Bachelor of Science in Business Administration. Her academic achievements reflect her commitment to excellence and her focus on leveraging education for social impact.12

Personal Insights

Charlotte's journey is deeply influenced by her personal experiences as the daughter of immigrants, which has shaped her understanding of the critical intersection between health, education, and socioeconomic status. She advocates for systemic change through both financial investment and active involvement in advocacy.1

In summary, Charlotte (Jinglan) Zhang is a dedicated professional whose career is marked by her efforts to bridge finance and philanthropy, aiming to create sustainable solutions for pressing social issues.