Charlotte Zhang

Director at Group Health Foundation

Charlotte Zhang is a prominent figure in the nonprofit investment sector, currently serving as the Director of Investments at Inatai Foundation, formerly known as Group Health Foundation. She has a robust background in portfolio management and impact investing, having previously held roles at various prestigious firms including ICONIQ Capital and Medley Partners.

Professional Background

Charlotte has extensive experience in managing investments for family offices and foundations, focusing on areas such as early childhood education and autism research. At Inatai Foundation, she is responsible for overseeing the selection of external investment managers, conducting portfolio research, and institutionalizing investment processes and tools.1 2 Her work emphasizes thematic investments in innovation, technology, and the growth of the global middle class, rather than traditional asset allocation strategies.1

Before her current role, she was a founding partner at Seed Consulting Group, a nonprofit that offers pro bono strategy consulting to environmental and public health organizations. Additionally, she is actively involved in various initiatives aimed at promoting equity, serving on the West Coast Steering Committee of the Women’s Association of Venture and Equity.1 2

Education and Personal Insights

Charlotte graduated with honors from the University of California, Berkeley, earning a Bachelor of Science in Business Administration. Her academic achievements are complemented by her commitment to social causes, driven by her personal experiences as the daughter of immigrants who relied on government support during challenging times.1 2

Outside of her professional endeavors, Charlotte is passionate about food and travel, having visited 18 countries and actively engaging in the local dining scene as a self-described foodie. She also enjoys reading and spending time with her two cats.1 2

Overall, Charlotte Zhang exemplifies a blend of investment acumen and social commitment, positioning her as a leader in the nonprofit sector focused on impactful change.