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Jun Z
CFA®
Mopraga, CA
Crystal Investment Management
Jun Zhu is a CFA® charterholder and the sole advisor at Crystal Investment Management, where he has worked since 2010, accumulating 16 years of industry experience. He operates a separate business selling proprietary asset allocation signals to other advisors, generated through an automated computer program. Crystal Investment Management is an independent registered investment adviser that provides financial planning and discretionary investment management to individuals, high-net-worth clients, and institutions. The firm combines fundamental and quantitative methods, employing global macro and tactical asset allocation strategies alongside a long/short statistical-arbitrage approach.
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