Investment Analyst

Zachary joined the FAI team in 2018 as an Investment Analyst.  Zach's primary role is to support Curt Gross, Chief Investment Officer, in the areas of asset allocation, security selection, and portfolio construction. Additionally, he is responsible for performance tracking and helping the advisors with a variety of ad hoc requests.

Education

  • B.S. in Finance from the University of Pittsburgh with minors in Economics and Religious Studies. 
  • He is currently studying to obtain the Chartered Financial Analyst designation and has passed the Level 1 exam.

Personal Interests

In his free time Zach enjoys fly fishing, reading, and cooking.

Recent News

Recent News

Growing Your Aging Parents' Wealth During Their Golden Years

Growing Your Aging Parents' Wealth During Their Golden Years

10/13/2018 12:00:00 AM EDT
2 days ago

Each month we’ll spotlight one chapter from our 3-part eBook series,  "Caring for Our Aging Parents".  

This Month's Focus is taken from eBook ...

Tips for Making New Friends After Gray Divorce

Tips for Making New Friends After Gray Divorce

9/22/2018 12:00:00 AM EDT
3 weeks ago

If there is one thing that has always been on anyone’s mind, it is friends. No matter your age, friendship is important! However, finding ...

Upcoming Events

Upcoming Events

Thanksgiving: Office Closed

Thanksgiving: Office Closed

11/22/2018 12:00:00 AM EST

Christmas: Office Closed

Christmas: Office Closed

12/25/2018 12:00:00 AM EST