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Jimmy Zhao

PartnerBoston

Leads McKinsey’s North American retirement division and works closely with wealth managers and other financial institutions in the retirement ecosystem to serve more clients and unlock new sources of growth

Jimmy collaborates with institutions across the US retirement landscape—including wealth managers, defined contribution recordkeepers, retirement plan advisors and consultants, technology platforms, and asset managers. Working in collaboration with the top executives at his client companies, Jimmy designs and executes transformational growth programs. He also leads McKinsey’s support for transactions and private capital investments in the sector. Over the past six years, Jimmy has supported over 50 deals across registered investment advisors (RIAs), independent broker-dealers, and WealthTech.

Jimmy became a certified financial analyst (CFA) in 2012 and hosts educational events with the CFA Society in Boston.

Published work

From saving to spending: A second front emerges in the US retirement challenge,” McKinsey & Company, July 2022

Registered investment advisors: How US banks can weigh the M&A potential,” McKinsey & Company, August 2021

The social contract in the 21st century,” McKinsey & Company, February 2020

Long-term value creation in US retirement,” McKinsey & Company, August 2019

Past experience

Credit Suisse
Portfolio Manager

Education

Columbia University
MBA

Harvard College
AB