Linda H Zhang, Ph.D, is the CEO and the founder of Purview Investments, a New York based registered independent investment firm offering actively managed ETF solutions, specializing in global investing and ESG investing. The firm also conducts in-depth Exchange Traded Fund (ETF) research, advises and collaborates with ETF issuers and index providers. Dr. Zhang has built an extensive career in asset management industry, and was most recently the Head of Investment Research and Senior Portfolio Manager at Windhaven Investment. She joined the ETF ecosystem from an institutional asset manager MFS, as a fund manager for Global Multi-Asset with global macro long-short overlays and Commodities strategies. At Blackrock, Dr. Zhang served as a lead PM for a global multi-asset mutual fund and institutional mandates, and a key member on the Asset Allocation Committee. She was the head of Quant Strategy Group and a PM at State Street Research. She started her career as a quantitative analyst at Baring Asset Management, developing country, sector, factor, stock selection models, fixed income research and risk modeling.
Dr. Zhang is a co-founder and a board member of Women in ETFs. She is a recipient of the Top Women in Asset Management Awards 2015 by Money Management Executive. She has published in ETF.com, Journal of Investing, CFA Digest, Journal of Alternative Investments, and is a contributor to industry conferences and business media such as Bloomberg News, Financial Times. Dr. Zhang holds B.A. in Business from University of Regina, Canada, a M.S. in Applied Economics and a Ph.D in Finance from University of Massachusetts at Amherst. She lives with her family in Manhattan.
Guillermo Trias, serves as an advisor on Purview Investments Advisory Board. He is CEO of Toroso Investments and Tidal Growth Consultants. Prior to Toroso, Guillermo led the sales and business development efforts at Global X Funds helping the company reach approximately US$4 billion in AUM. Previously, he was the founder and managing partner of two venture capital firms (MC Capital and GT Capital) dedicated to the incubation and growth of start-ups in the US and Latam. Guillermo began his career in the area of M&A investment banking with Bankers Trust & Deutsche Bank. He has a degree in Business Administration from CUNEF (top finance college in Spain) and holds an MBA from the Kellogg School of Management (Northwestern University) in Chicago.
Jim Wiandt, serves as an advisor on Purview Investments Advisory Board. Jim Wiandt is the President of Donostia Ventures and currently serves as an ETF industry consultant and investor. Wiandt is the founder of ETF.com and for many years headed IndexUniverse LLC which had the Journal of Indexes ETF Report and IndexUniverse.com as publications and launched the successful Inside ETFs events and ETF.com’s data business. In 2015-2016 he participated in the sale of ETF.com’s data business to FactSet, its events business to Informa and its publications to BATS (now CBOE). Wiandt is also the author of the Jon Wiley & Sons book, Exchange Traded Funds. He holds a Bachelor's degree in Political Science and Philosophy at Tufts University, Boston, MA.