![Charles Zhang](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Charles Cheng Zhang is the founder of Zhang Financial LLC, founded in 2012, serving as President since 2022.
Mr. Zhang is currently Managing Member at Merion Capital LLC.
Formerly, Mr. Zhang was Principal at LPL Financial LLC from 2008 to 2012.
Education includes graduate studies at Western Michigan University and an MBA from Kellogg School of Management.
Postes actifs de Charles Zhang
| Sociétés | Poste | Début |
|---|---|---|
Zhang Financial LLC
 Zhang Financial LLC Investment ManagersFinance Zhang Financial values unbiased investment research and advice. The firm employs buy and hold strategy, based on disciplined and broad market diversification. They generally create a portfolio that may consist of, but is not limited to, individual stocks or bonds, exchange traded funds (ETFs), options, mutual funds and other public securities or investments. | Fondateur | 01/01/2012 |
Merion Capital LLC
 Merion Capital LLC Investment ManagersFinance Merion Capital advises on long-term investment portfolios using the principles of modern portfolio theory emphasizing that there are essentially only two variables that the investor can control, namely, diversification (asset allocation) and investment costs. Portfolios are constructed based on the risk profile of the client and the client’s long-term funding requirements from the perspective of on-going cash needs and the desire to have a stated level of assets at some future time. | Corporate Officer/Principal | - |
Anciens postes connus de Charles Zhang
| Sociétés | Poste | Fin |
|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Corporate Officer/Principal | 01/03/2012 |
Formation de Charles Zhang
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
58
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financials’ advisory services are made available to clients primarily through individuals associated with LPL as investment advisor representatives (IARs). The IARs has access to various research reports and model portfolios to which they may refer in determining investment advice IAR provides to clients. The IAR chooses their own research methods, investment style and management philosophy. | Finance |
Merion Capital LLC
Merion Capital LLC Investment ManagersFinance Merion Capital advises on long-term investment portfolios using the principles of modern portfolio theory emphasizing that there are essentially only two variables that the investor can control, namely, diversification (asset allocation) and investment costs. Portfolios are constructed based on the risk profile of the client and the client’s long-term funding requirements from the perspective of on-going cash needs and the desire to have a stated level of assets at some future time. | Finance |
Western Michigan University
 Western Michigan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Zhang Financial LLC
Zhang Financial LLC Investment ManagersFinance Zhang Financial values unbiased investment research and advice. The firm employs buy and hold strategy, based on disciplined and broad market diversification. They generally create a portfolio that may consist of, but is not limited to, individual stocks or bonds, exchange traded funds (ETFs), options, mutual funds and other public securities or investments. | Finance |
Kellogg School of Management
 Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
