Carrie Zhou, CFP

Carrie Zhou, CFP®

Managing Director, Investor Relations

Ms. Zhou is the Head of Investor Relations at Urbanite Capital and a Managing Director at Golden Gate Global, an affiliated company of Urbanite Capital. Prior to Urbanite Capital, Ms. Zhou worked at Mercer Advisors, a leading wealth management firm, where she honed her skills to fulfill the financial needs of the clients, from investment management to assistance with other financial planning such as insurance, retirement, estate, and tax. Prior to that, Ms. Zhou was an Assistant Director at Elite Education Institute, a renowned college consulting firm.

Ms. Zhou earned an MSc degree in International Employment Relations and Human Resources Management from the London School of Economics and Political Science, and a bachelor’s degree in Business Administration from University of Shanghai for Science and Technology. She is a CFP® professional and holds the FINRA Series 65 license and the California insurance agent license. She is fluent in English, Mandarin, and Shanghainese.

Phone: 415.423.3307