Michael Zhuang, Principal and Chief Investment Fiduciary

Michael Zhuang is founder and principal of MZ Capital, a fee-only registered investment advisor firm located in the Greater Washington D.C. metropolitan area.

Education

Michael earned dual Master Degrees in Mathematics and Quantitative Finance from Carnegie Mellon University. He was also a PhD candidate for Financial Economics. After completing all training and exams, he decided his true calling is not in academia. The PhD training taught him how to think rigorously and research thoroughly.

Work experience

From 1999 to 2000, Michael worked as a financial engineer for Societe Generale, the biggest French banking group.

From 2000 to 2003, Michael was hired by PG&E National Energy Group to launch their weather derivatives trading business. Within 2 years, he became among the top 3 traders in the field. Nevertheless, he saw first hand the crooked ways of the financial industry where everything goes to make a buck. That experience motivated him to launch MZ Capital.

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 also sits on the board of Special Love, Inc., a non-profit devoted to kids suffering from cancer.

Investment 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.

Writings

Michael is a regular contributor to Morningstar and Physicians Practice. He also blogs at The Investment Fiduciary and KevinMD.

Personal life

Michael is married with one young child and is expecting another one. His favorite past time is traveling with his family around the globe.

To find out more about Michael and his services, schedule a discovery meeting (or phone call) with him.