Vise
Wei Zhong has been working in the field of quantitative engineering since 2006. Wei began their career at Bloomberg as an R&D in 2006. In 2007, they moved to J.P. Morgan as a Vice President. Wei then joined BlackRock in 2014 as a Director. In 2018, they became a Team Leader, Quantitative Developer at Citadel. Most recently, in 2021, they were appointed as the Head of Quantitative Engineering at Vise.
Wei Zhong earned a Phd in Engineering from the University of Delaware between 2001 and 2006. In 2023, they obtained a Trained Mentor certification from Mentor Collective. Wei also holds a CFA certification.
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Vise
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Vise is an artificial intelligence (AI) powered asset management platform designed specifically for financial advisors to build, manage and explain personalized portfolios. In today's world, AI is driving personalization across various industries, enhancing the way we shop, consume content, and engage with technology. Embracing this trend, Vise is leading the charge to bring this level of personalization to how we invest. Vise ushers in Wealth 3.0, moving beyond mutual funds and ETFs to offer personalized and automated portfolios. By harnessing the power of AI, Vise enables financial advisors to create tailored investment strategies that cater to each client's unique financial needs and goals.