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Chi (Carson) ZhangChi (Carson) Zhang
Vice President, Alternative Investments Specialist

About Chi

Carson Zhang is a Vice President and Alternative Investments Specialist at J.P. Morgan Wealth Management.

Highly skilled in analysis, Carson provides clients and advisors with technical know-how across a wide range of alternative investment vehicles, including hedge funds, private equity, private credit, infrastructure and real estate. His focus is on providing strategies that help them make the best use of their assets.

Before joining J.P. Morgan in 2023, Carson was a Director on the Alternative Investments Team at First Republic Investment Management, where he drove operational excellence in marketing, research and operations. Previous roles include Assistant Vice President working on Index strategies at the London Stock Exchange Group and Assistant Vice President analyzing Fixed Income Index at Citi. He launched his career in 2015 as a Fixed Income Index Quantitative Analyst at Citigroup Global Markets.

Carson holds an M.S. in Information Technology and Management & Finance from The University of Texas at Dallas. He earned a B.S. in Finance from Sun Yat-sen University. He is fluent in Mandarin.

Insights

Markets and Economy

3 reasons we now favor the health care sector

December 5, 2025Despite underperforming over the past three years, here’s why our strategists think the health care sector now looks promising.Read Now
Wealth Planning

6 strategies to consider before year-end

December 3, 2025As the year comes to a close, here are six strategies to consider when thinking about your finances. Learn some steps to help set yourself up for financial success in 2025 and beyond.Read Now
Business Planning

Incentive stock options and the AMT

December 3, 2025Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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