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

Planning for Your Financial Future: Why Your Calculated Life Expectancy May Not be Accurate

Planning for Your Financial Future: Why Your Calculated Life Expectancy May Not be Accurate

6/19/2019 12:00:00 AM EDT
a week ago

How long am I going to live?

Or course, none of us knows the answer to that question, and that’s why estimating your life ...

Part 1: Understanding How Your Specific Annuity Works

Part 1: Understanding How Your Specific Annuity Works

6/14/2019 12:00:00 AM EDT
a week ago

At FAI, clients often ask us whether annuities make sense, especially when they see big market swings like we’ve seen over the last few ...

Upcoming Events

Upcoming Events

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2019 12:00:00 AM EDT
The FAI Office will be closed on July 4th.

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

8/1/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...