Zach is focused on investment research and specializes in many areas including mutual fund and exchange-traded funds (ETFs), due diligence, manager selection, asset class and market research, and risk management.
Zach received his BA in Economics from the University of California, Santa Barbara and was a participant in the Technology Management program of the engineering school. During his studies, he expanded his experience in the financial services industry serving in various roles including compliance, client services and business development. In addition, Zach studied abroad at the London School of Economics and Political Science, focusing on international trade, finance, and econometrics, and at the Freie Universität Berlin, focusing on global politics and law. Zach is also a Level II Candidate in the Chartered Financial Analyst® program.
Originally from Sacramento, Zach currently resides in San Francisco’s Inner Richmond neighborhood. Aside from financial planning, his passions include researching new recipes, traveling to new countries, and attending concerts.
BA in Economics, University of California, Santa Barbara
Level II Candidate, Chartered Financial Analyst® program