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Aileen Zhu

Vice President

Aileen joined BBR partners in 2016 and is a Vice President based in San Francisco. Her responsibilities include working with Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, performing due diligence on client investments, and sourcing for new investments across asset classes. She is also a member of BBR’s Charitable Committee.

Aileen graduated from Dartmouth College with an AB degree in Anthropology modified with Economics; she has passed all three levels of the CFA Program and may be awarded the charter upon completion of the required work experience.

Outside of the office, Aileen is an active alumni interviewer and also spends her time volunteering for schools and educational nonprofits. As a new resident of San Francisco, she also enjoys discovering new restaurants and spending time outdoors exploring the Bay Area.

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