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

How Women are Redefining Legacy and Giving Planning

How Women are Redefining Legacy and Giving Planning

10/14/2019 12:00:00 AM EDT
a week ago

More and more women are choosing to leave a lasting, noteworthy mark on the world through their philanthropy.  

A former executive for a global telecommunications ...

Take These Financial Steps When a Loved One Passes Away

Take These Financial Steps When a Loved One Passes Away

10/14/2019 12:00:00 AM EDT
a week ago

When a loved one dies, survivors must attend to a number of issues during a difficult time.

Aside from notifying friends and family, making funeral ...

Upcoming Events

Upcoming Events

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

10/31/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...

Q3-Quarterly Investment Commentary

Q3-Quarterly Investment Commentary

10/31/2019 11:00:00 AM EDT