Blue Cross Blue Shield of MA
Julia (Ye) Zhu, MSF, CFA, is a seasoned investment professional currently serving as Senior Investment Manager at Blue Cross Blue Shield of Massachusetts since July 2023. Previously, Julia worked as a Private Wealth Manager at Creative Planning, focusing on high-net-worth clients and their comprehensive financial planning needs. Julia has extensive experience in portfolio management from prior roles at Ballentine Partners, LLC, and internship experiences that include Wilmington Trust and PricewaterhouseCoopers, where expertise in M&A, financial analysis, and tax due diligence was gained. Julia's educational background includes a Master's in Finance from Boston College and a Certified Private Wealth Advisor® certification from The University of Chicago Booth School of Business.
This person is not in any teams
Blue Cross Blue Shield of MA
41 followers
Voted as the highest in member satisfaction among Massachusetts commercial health plans by JD Power, Blue Cross Blue Shield of Massachusetts is a community-focused, tax-paying, not-for-profit health plan headquartered in Boston. We have been a market leader for over 80 years, and are consistently ranked among the nation's best health plans. Our daily efforts are dedicated to effectively serving our 2.8 million members, and consistently offering security, stability, and peace of mind to both our members and associates.