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Mitchell Zhang
Vice President - Investment Strategy at Zhang Financial LLC
About
Mitchell Zhang is Vice President of Investment Strategy at Zhang Financial LLC in New York, where he leads the development and oversight of the firm's investment strategies. His responsibilities include designing portfolio allocations, analyzing macroeconomic trends, and providing tailored advice to high-net-worth and institutional clients.
Mitchell has a strong background in private equity and alternative investments, having previously served as an Associate and Analyst at Raven Capital Management. His sector expertise includes film and media, receivables, and transportation, with hands-on experience in sourcing, underwriting, and managing investments and portfolio companies within these industries.
He holds a Bachelor of Arts in Economics, cum laude, from Columbia University, and has also received degrees from Northwestern University and the Groton School. Mitchell has passed the Series 63, Series 7, and Series 79 exams, further supporting his expertise in complex asset classes and financial markets. His career reflects substantive contributions to investment strategy within private equity and wealth management, with a focus on alternative and specialized asset classes.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Zhang Financial | Vice President - Investment Strategy | Jul 2024 to Present | — |
| Raven Capital Management | Associate | Jul 2021 to Jun 2024 | — |
| Raven Capital Management | Analyst | Mar 2019 to Jul 2021 | — |
| Gordian Group, LLC | Investment Banking Analyst | Jul 2017 to Feb 2019 | Founded in 1988, Gordian Group is an investment bank that provides industry-agnostic advisory services with respect to financial restructurings, complex, "story" and/or distressed M&A and capital rais... |
| BlackRock | Client Solutions Summer Analyst | Jun 2016 to Jul 2016 | The Client Solutions team combines strategic consulting with portfolio management to design solutions that meet a broad set of investment challenges faced by BlackRock's institutional clients (e.g. pe... |
| Credit Suisse | Private Banking Summer Intern | Jun 2015 to Aug 2015 | — |
| LPL Financial | Research Intern | Jun 2014 to Aug 2014 | — |
| - | Producer (Feature Films) | Jan 2019 to Present | Producer of feature films, including:
- Asphalt City (aka Black Flies) (2023) - Executive Producer; nominated for the Palme d'Or at the 2023 Cannes Film Festival and the 2023 Camerimage Golden Frog
-... |
Education
Columbia University in the City of New York
Bachelor’s Degree, Economics
2015 — 2017
Northwestern University
Economics and English
2013 — 2015
Groton School
High School
2009 — 2013
Skills & Expertise
Others at Zhang Financial LLC (1)
| Name | Role | Location |
|---|---|---|
 | Senior Associate | San Jose, CA , United States |
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