Charles Zhang

Founder at

Zhang Financial LLC

Finance

Consumer Services

Profile

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.

Charles Zhang active positions

Companies	Position	Start
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.	Founder	2011-12-31
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	-

All active positions of Charles Zhang

Former positions of Charles Zhang

Companies	Position	End
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	2012-02-29

See the detail of Charles Zhang's experience

Training of Charles Zhang

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Charles Zhang's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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