Merrie Zhang, CFA

Merrie Zhang, CFA, is a prominent figure in the asset management industry, currently serving as the Vice President and Head of Direct Indexing Client Portfolio Management at Goldman Sachs Asset Management.14 In this role, she leads the Quantitative Equity Solutions (QES) team, which specializes in building and managing investment strategies tailored to individual investment objectives.3

Professional Background

Merrie's expertise lies in several key areas:

1. Direct Indexing: She is at the forefront of this growing investment approach, which allows for personalized portfolio solutions.1

2. Client Engagement: Merrie focuses on partnering with financial advisors and high net worth investors to design customized investment solutions.3

3. Tax Management: Her work involves strategies for efficient tax management in investment portfolios.3

4. Values Alignment: She helps clients align their investments with their personal values.3

5. Wealth Concentration: Merrie addresses issues related to concentrated stock positions for high net worth individuals.3

Professional Development

As part of her commitment to the industry and diversity, Merrie serves as a mentor for the Hispanic / Latinx Analyst and Associate Initiative at Goldman Sachs.3

Education and Credentials

1. CFA Charterholder: Merrie holds the Chartered Financial Analyst (CFA) designation, indicating a high level of expertise in investment analysis and portfolio management.4

2. Education: She received her education from The Johns Hopkins University.4

Industry Involvement

Merrie is actively involved in industry discussions and educational initiatives. She participates in webcasts and seminars, sharing her expertise on topics such as direct indexing and its potential benefits for high net worth investors.12

Merrie Zhang's role at Goldman Sachs and her involvement in direct indexing place her at the cutting edge of personalized investment solutions in the evolving landscape of asset management.