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Jia is the fundamental equity analyst covering the Health Care and Utilities sectors across all strategies. She also serves as a client portfolio manager working with high-net-worth individuals and institutional clients. Jia joined Eastern Wealth Management in 2021, which merged with Cambridge Trust Wealth Management in 2024. She has worked at U.S. Steel Pension Fund, Goldman Sachs, Oppenheimer, and Canaccord Genuity with a collective 20 years of investment industry experience.

Jia is a CFA charter holder and member of the CFA Society New York. She earned her B.S.E. from Duke University with a double degree in Biomedical and Electrical Engineering.