NEW YORK, NY, September 23, 2026 /24-7PressRelease/ -- Ming Zhao, CFA, CAIA, has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Ms. Zhao's professional journey is distinguished by her expertise at the intersection of technology and finance, with significant contributions to portfolio management and trading. Her current role as head of solutions engineering for North America at ActiveViam in New York began in 2025. In this capacity, Ms. Zhao leads a solutions engineering team focused on deploying advanced technology-driven financial solutions, including artificial intelligence, for investment professionals. She is responsible for understanding client information technology infrastructure and trading operations, supporting portfolio management and trading activities, and serving investment banks, hedge funds, asset managers and asset owners. A hallmark of her leadership is her dedication to mentoring junior members both within and outside her organization. She works closely with experienced professionals, fostering an environment where team collaboration thrives and every member is empowered to excel. This approach to leadership and mentorship stands as her most significant professional accomplishment.

From 2022 to 2025, Ms. Zhao was presales manager for investment management and trading at Murex in New York. During this period, she contributed to delivering innovative solutions for clients in the financial sector.

Her tenure as a presales consultant and senior front-office business analyst at SimCorp from 2018 to 2022 provided her with a robust foundation in solution delivery for investment management platforms. She played a key role in supporting clients' operational requirements.

Between 2015 and 2018, Ms. Zhao worked as a front office business analyst in solution delivery at Murex in Paris, France. This position allowed her to gain valuable international experience while deepening her understanding of global financial markets.

Ms. Zhao's educational background has been instrumental in shaping her career trajectory. She earned a Master of Science in finance with a concentration in engineering of economic and financial risks from Université de Bordeaux in France in 2015. This advanced degree provided her with a strong quantitative foundation essential for navigating complex financial environments. In 2013, she completed a Bachelor of Science in strategy and economic decision-making from Université de Bordeaux, further enhancing her strategic thinking abilities. Her academic journey began with a bachelor in economics, with a focus on international trade, from Zhengzhou University of Light Industry in China, which she earned in 2011.

Her commitment to professional development is evident through numerous certifications that have broadened her expertise across finance and technology domains. She holds the Chartered Financial Analyst designation from the CFA Institute (2021) and the CAIA charterholder credential from the CAIA Association (2022). Additional credentials include advanced private wealth management from the CFA Institute (2026) and AMF certification from Autorité des marchés financiers in France (2015). Each certification reflects Ms. Zhao's drive for continuous learning—an ethos shaped by curiosity and hard work—which she credits as fundamental to her success.

Beyond her primary career responsibilities, Ms. Zhao has demonstrated civic engagement through various associations. Since 2023, she has volunteered in fundraising for the CAIA Association and has served as a CAIA exam grader since 2024. Her involvement with CFA Society New York includes serving as vice president of public relations for CFA NY Toastmasters from 2023 to 2024 and mentoring participants in the CFANY Women's Mentorship Program from 2022 to 2023.

Ms. Zhao's personal life is marked by multicultural influences stemming from family members living across Europe, North America and Asia. Growing up with a father who is a professor instilled a lifelong passion for education and learning. Having lived and worked in China, France, the United States, Spain, Denmark, and the United Kingdom has given her broad cultural insight that informs both her personal values and professional approach. She is fluent in French, Mandarin Chinese, and English.

In addition to raising one child, Ms. Zhao enjoys learning new subjects, obtaining additional certifications, staying abreast of industry developments, and exploring advancements in artificial intelligence and technology.

Looking ahead, Ms. Zhao intends to leverage artificial intelligence and modern tools to better support investment professionals. She remains committed to helping investment banks, asset managers, and pension funds make informed decisions while providing mentorship—especially to junior professionals from diverse backgrounds—and continuing her pursuit of knowledge inspired by her father's academic legacy.

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