Xianwu (Sean) Zhang, Ph.D., CFP®

Field(s) of Expertise

Household Portfolio Choice, Investor’s Risk Perception, Investments, Behavioral Finance

Background

Dr. Zhang joined the John Carroll as an assistant professor of finance in August 2019. Dr. Zhang is the Director of the Financial Planning and Wealth Management Program in the Department of Economics and Finance.

Courses

Dr. Zhang’s teaching interests are in the areas of personal financial planning, retirement planning, corporate finance, financial markets, and wealth management.

Research

Dr. Zhang has research interests in household’s portfolio choice, investors’ risk perception, equity market participation, annuity, factor investing, mutual funds, and ETFs. An overarching scheme of Dr. Zhang’s research is to empirically investigate the financial decision making of individual and institutional investors.  His work has been published in journals such as Journal of Financial Planning and Journal of Personal Finance.

Additional Information

AWARDS

• Best Paper Award (co-author with Dr. Kalenkoski) at 2017 Academy of Financial Service Annual Meeting
• Best Paper Award (co-author with Dr. Guillemette, Dr. Jurgenson, and Dr. Sharpe) at 2018 American Council of Consumer Interests (ACCI) Annual Meeting.