Helen Li, CFA

Senior Equity Analyst

Biography

Helen Li, CFA, is a Senior Equity Analyst for the MVP Group at ZCM, primarily responsible for the Consumer Discretionary sector. Prior to joining the firm in 2017, Helen was a Portfolio Manager and an Equity Analyst at Anderson Hoagland & Company. Earlier in her career, Helen worked for MEMC Electronic Materials in Investor Relations and supported the Company’s Chief Financial Officer in financial analysis. She has also held positions at JP Morgan Asset Management, Discovery Capital Management LLC, and American Express Co.

Helen received her M.B.A. from the Wharton School, University of Pennsylvania, and her B.A. in English and Economics from Beijing Foreign Studies University. She is a CFA® charterholder and a member of CFA Institute and CFA Society.

 

Teams

MVP Group

Strategies Managed

MVP Small Cap Core
MVP Small Cap Growth
Large Cap Core