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 | Washington, DC Bethesda Chevy Chase, MD McLean Great Falls, VA |
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Michael Zhuang, Principal and Chief Investment Fiduciary
EducationMichael earned dual master degrees in mathematics and finance from Carnegie Mellon University before embarking on a PhD program in financial economics. After completing the courseworks and all qualification exams, he moved on to pursue a career in quantitative trading. Michael's PhD training left a lasting impact; to this day, he still actively follows original academic research by Fama/French and many others. Work experienceFrom 2000 to 2003, Michael was a senior trader with PG&E National Energy Group where he was responsible for launching the weather derivatives trading desk. He developed risk management guidelines and a suite of cutting-edge proprietary weather derivatives valuation software. Prior to that, Michael was a financial engineer with FIMAT of the Societe Generale Group. Civic involvementsMichael is active in the community. He twice sponsored Melodic Impact, a musical fundraiser for kids with cancer. He is an active member of the Bethesda Chevy Chase Rotary Club. He volunteers as an instructor for Toastmasters International's Youth Leadership Program. He sits on the board of Special Love, Inc., a Virginia-based non-profit organization providing year-round support to kids with cancer and their families. Investment and business philosophyMichael's investment philosophy is deeply influenced by three people: Warren Buffet on value-orientation and patience, David Swensen on multi-asset-class investing and decision framework, and John Bogle on minimization of costs for clients and stewardship of clients' money. In addition, Charles Green, author of Trusted Advisor, has a major influence on how he conducts business. Michael believes building a long-term, trusting relationship with his clients is the foundation of his business. MorningstarMichael is a regular contributor to Morningstar. He also blogs at The Investment Fiduciary To start a relationship, send en email to info@mzcap.com with a brief explanation of your situation. |
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The specialist network*Roger McClure, ESQ Eric Cohen, CPA Craig Strent, CRMS Andrew Howard Sam Shu, FAFSA specialist Joel Heiserman, CPA Andrea Dykes, CFP, CLU *Advanced planning is supported by a network of select specialists. Advanced planning includes tax planning, estate planning, charitable planning, risk management and asset protection. MentorsHoward Schilit - author of "Financial Shenanigans" Charles Green - author of "The Trusted Advisor" Tom Warburton - principal of Warburton Capital Institutional supports- Dimensional Fund Advisors (DFA): Fama/French Three Factor Model in action, passive asset-class investing - Fidelity Investments: our custodian Media appearancesMichael appeared (along with David Swensen) in an ABCNews.com piece on staying away from Jim Cramer and another piece on the matter of trusting your financial planner. Michael invites reporters to contact him at 301-452-4220. |
| Copyright © 2005 MZ Capital Management, LLC - All Rights Reserved. |
Michael Zhuang is founder and principal of MZ Capital Management, LLC ("MZ Capital"), a registered investment advisor firm located in Washington, DC. MZ Capital offers financial planning, investment advisory and wealth management services on a fee-only basis.
