Zachary joined the firm in 2012 and serves as an Advisor and Managing Director of the firm. Zach works with clients to develop, implement and oversee solutions that integrate investment, cash flow, insurance, tax and estate planning into a comprehensive strategy. He enjoys helping clients plan for and work through their unique financial situations. Zach is also responsible for the design and oversight of the New York office’s Associate Program.

Previous Experience

  • Senior Analyst at Citco Fund Services, Hedge Fund Administration Group
  • Staff Accountant at RMSB&G

Education & Credentials

  • BS, Martin J. Whitman School of Management at Syracuse University, Accounting and Finance
  • Certified Financial Planner



Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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