Caleb Zhang
Associate Portfolio Manager
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In 2023, Caleb joined the Capstone team as an Analyst and now holds the role of Associate Portfolio Manager. Caleb holds a Bachelor of Business Administration, with a specialization in Finance, from Trinity Western University. He completed the Canadian Securities Course and is currently a CFA level one candidate. Caleb’s commitment to education has allowed him to understand complex investment problems and discover solutions quickly. His innate ability to comprehend the numbers behind investment opportunities makes him an invaluable asset to the Capstone team.
During his time at Trinity Western University, Caleb worked in the student-managed investment fund as both a Research Analyst and Portfolio Manager, giving him hands-on experience that translates directly to the work he does daily.
Caleb has had the opportunity to travel to Indonesia and Singapore for community service and mission trips, volunteering with the YMCA and serving children with disabilities at various events. He also enjoys reading, especially anything related to investments and finance, playing badminton, and spending time with friends.
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