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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

Investing

The impact of holding a concentrated stock position

November 6, 2025Concentrated stock positions are large holdings that create unwanted risk to your portfolio or may be difficult to sell. This article highlights questions to ask your advisor and yourself if you are considering diversifying your portfolio.Read Now
Retirement

Health care and long-term care options during retirement: A guide

November 5, 2025Navigating paying for health care, including Medicare and Medigap coverage, and long-term care during retirement comes with challenges. That’s why it’s important to understand your options.Read Now
Investing

Preserving your wealth

November 3, 2025Wealth preservation or, at the very least, protection against wealth erosion, is critical to the success of a wealth management plan.Read Now
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