Rosie Zhang, CFA Research Analyst

Rosie Zhang, CFA

Research Analyst

Rosie is a research analyst focusing on investments in the consumer discretionary sector. Prior to joining Westfield, she held equity analyst positions at Surveyor Capital and Sirios Capital in Boston concentrating on the consumer retail sectors. Rosie began her career in the Lehman Brothers investment banking division, where she focused on mergers and acquisitions.

Rosie holds a Chartered Financial Analyst designation. She earned her undergraduate degree in Commerce from the University of Virginia. She enjoys skiing, windsurfing, jogging and playing the piano.

Professional History

Research Analyst
Consumer Discretionary 

2012 - Present: Westfield Capital Management
2011 - 2012: Surveyor Capital
2009 - 2011: Sirios Capital Management
2007 - 2009: Lehman Brothers/Barclays Capital
2007: University of Virginia, McIntire School of Commerce, BS

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