Alice ZhangThis email address is being protected from spambots. You need JavaScript enabled to view it.


Alice joined Performance Trust in 2018, after graduating from Wheaton College. Prior to joining Performance Trust, she held internships in economic research at Wheaton College and marketing at the Chicago Symphony Orchestra. Through the Analyst Development Program at Performance Trust, she has developed a comprehensive understanding of Performance Trust’s Shape Management methodology, including utilizing total return analytics to help drive fundamentally sound decisions for our client’s bond portfolios.  Alice plays a key role for the RIA Group, providing analytical support for some of the nation’s top independent advisors.

Alice graduated cum laude from Wheaton College with a Bachelor of Science in Economics and a Bachelor of Arts in Music. She is Series 7 and 63 registered.