
Chi (Carson) ZhangChi (Carson) ZhangVice 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

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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
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
AI-powered scams: How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
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December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now
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