About Zachary
By utilizing his quantitative skills to develop holistic financial plans, Zack helps families navigate their path toward financial freedom. His goal is to simplify the complexities of multigenerational wealth and empower clients to realize their dreams for the future. He prides himself on communicating transparently and always maintaining a fiduciary mindset.
Zack lives in Austin with his fiancée, Hannah, and their two dogs. Originally from Philadelphia, Zack is an avid Philly sports fan (go birds!). Outside of work, he enjoys staying active by playing basketball, golfing, and bowling.
Education and Professional Milestones
-Lehigh University - bachelor of science in quantitative finance
-Joined Focus Partners Wealth in 2023
-Worked for Bernstein Private Wealth for five years, most recently leading the client service team in San Francisco
By utilizing his quantitative skills to develop holistic financial plans, Zack helps families navigate their path toward financial freedom. His goal is to simplify the complexities of multigenerational wealth and empower clients to realize their dreams for the future. He prides himself on communicating transparently and always maintaining a fiduciary mindset.
Zack lives in Austin with his fiancée, Hannah, and their two dogs. Originally from Philadelphia, Zack is an avid Philly sports fan (go birds!). Outside of work, he enjoys staying active by playing basketball, golfing, and bowling.
Education and Professional Milestones
-Lehigh University - bachelor of science in quantitative finance
-Joined Focus Partners Wealth in 2023
-Worked for Bernstein Private Wealth for five years, most recently leading the client service team in San Francisco