Michael Zhuang

Personal Finance, Retirement, Investing
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“Michael Zhuang, Principal of MZ Capital Management, is dedicated to helping physicians, entrepreneurs, and divorced women build wealth and live well.”
Firm:

MZ Capital Management

Job Title:

Principal

Biography:

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.

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.

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 one of 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.

Michael's investment approach is based on the Nobel Prize winning research of Eugene Fama. He is also 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.

Michael is active in the community. He twice sponsored Melodic Impact, a musical fundraiser for kids with cancer. He volunteered as an instructor for Toastmasters International's Youth Leadership Program. He was on the board of Special Love, Inc., a non-profit devoted to kids suffering from cancer. Recently, he also completed Leadership Montgomery.

Michael is married with two children. His favorite past time is stand-up comedy and storytelling. He was nominated as Top Ten Storytellers in Virginia. He has also won multiple Story League contests in DC and Best Storyteller in Philadelphia's Story Slam. He performed clean comedy regularly in corporate, charity and association events.

Education:

MS, Finance and Economics, Carnegie Mellon University

CRD Number:

3231950

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  • MZ Capital Management Story and Value
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    Personal Finance, Investing, Choosing an Advisor, Mutual Funds
March 2018
    Retirement, 401(k), IRAs, Starting Out
I am currently contributing 30% to my 401(k), but I am worried that I am behind on my retirement savings; should I start contributing to a Roth IRA with extra income every month? 
0% of people found this answer helpful
March 2018
    Asset Allocation, Bonds / Fixed Income, Choosing an Advisor
Should I try a do-it-yourself approach when beginning to invest 50% in stocks and 50% in bond mutual funds, or hire a financial advisor to select a basket of stock options and bond mutual funds? 
50% of people found this answer helpful
March 2018
    Estate Planning, Real Estate
Where should I put the funds from the sale of an inherited vacation home?
0% of people found this answer helpful
October 2017
    Debt, Retirement, 401(k)
Should I use my 401(k) to pay off high interest credit card debt?
0% of people found this answer helpful
October 2017