Zaineb Sohail

Investment Analyst Associate

Zaineb Sohail joined Kaizen Financial Strategies as an Investment Analyst Associate in February 2020. In this role, she is responsible for supporting the team with investment research, fundamental and technical analysis, and recommending portfolio allocations and proposals.

During her undergrad years, Zaineb has been involved in various hands-on roles in the financial services industry, including derivative analysis and investment research for the hedge fund Altair Capital as an Options Risk Analyst. She also gained exposure to the private side of the market through her summer internship at Presidio Partners, a San Francisco based venture capital firm. Zaineb assessed several different start-ups and their founding entrepreneur teams to determine the best investment ideas in the burgeoning Blockchain and AI markets.

Zaineb graduated from Pitzer College in 2019 with a major in Economics and a minor in Spanish. While at Pitzer, Zaineb was the President of the Student Investment Club for two years in row. She is also currently pursuing the SIE exam and Series 7 license.

Zaineb has a passion for education and has been tutoring high school students pursuing college admissions. She also loves reading, cooking, traveling, and hanging out with her two kitties.

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