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kateri zhu

Kateri Zhu, MBA

Financial Planner

I believe that there are three things a person can do to improve their financial health and wealth: earn money, save money, and grow money. I’m passionate about helping professionals and families with all three pieces of that puzzle, but especially the third, and making it all work together to facilitate the life of your design. 

After graduating from Duke University with a degree in political science, I worked in investment banking and marketing for companies like Morgan Stanley. However, I took notice of the immense unmet need for financial guidance for folks like my friends and my parents. Indeed, despite all my best efforts and research, I, too, made meaningful financial mis-steps that I could’ve avoided, if I had someone like myself making sure that I wasn’t leaving opportunities on the table, or making mistakes that would punish me down the road.

I also observed that, while comprehensive financial advice was expensive – often costing many hundreds of dollars a month – it was exceptionally easy to make mistakes that cost folks many times more. On the flipside, I was astonished by the sheer number of nuanced, seemingly minor “good” decisions that could result in tens of thousands of dollars down the line. The numbers were staggering. I joined District Capital Management to meet this need, deliver the best advice on the market, and help you maximize your wealth and financial outcomes.

I hold an MBA from The Wharton School of Business at the University of Pennsylvania and am a Woodrow W. Speir Fellow for outstanding accomplishments, character, integrity, and leadership. I graduated from Duke University Phi Beta Kappa, Cum Laude, and Dean’s List with Distinction.

Education:

  • The Wharton School at the University of Pennsylvania, Master of Business Administration (M.B.A.)
  • Duke University, Bachelor of Arts (B.A.) in Political Science, Minor in Economics, Certificate in Markets and Management

Fun Facts

"You cannot escape the financial responsibility of tomorrow by evading it today."

- President Abraham Lincoln

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