Michael Zhuang, Principal and Chief Investment Fiduciary

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.

Education

Michael 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 experience

From 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 involvements

Michael 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 philosophy

Michael'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.

Morningstar

Michael is a regular contributor to Morningstar. He also blogs at The Investment Fiduciary. He is best reached by email: info@mzcap.com.

To schedule a Mutual Discovery Meeting (or phone call), send an email to info@mzcap.com with a brief explanation of your situation or call me at 202-556-1689 (Google Voice).