Mentor
Jerry (Zhi) Wang, Ph.D., CFA. Director of Genesis Capital Management, LLC (www.gen-capital.com); Senior Marketing Director of World Financial Group, an AEGON Company (www.aegon.com) , one of FSB’s nine too-big-to-fail insurers. Over 15 years of wealth management and financial service with Genesis Capital, Aegon, Citi Group, T Rowe Price and Diamond Hill Investments. Award-winning results-oriented leader with comprehensive knowledge of Financial Planning, able to develop innovative and sophisticated solutions to achieve superior asset allocation performance, strong risk management results and tax structure optimization. He received his Chartered Financial Analyst designation in 2010. He received his Ph.D. in Bioinformatics in 2005 from NC State University and B.S. in Biology from Wuhan University. He has published a few academic research papers.