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

What a Simple Coin Toss Exercise Can Teach Us About Investing

What a Simple Coin Toss Exercise Can Teach Us About Investing

12/16/2018 12:00:00 AM EST
3 days ago

At a recent conference the presenter led a group of financial advisors through a coin toss.

“I am going to flip this coin five times ...

A Gift That Gives Back

A Gift That Gives Back

12/12/2018 12:00:00 AM EST
a week ago

I struggle every year to find the perfect gift for each person on my holiday list. But amid the usual flurry of requests for electronics ...

Upcoming Events

Upcoming Events

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2018 12:00:00 AM EST
FAI's office will be closed on Monday, December 24th ...

Christmas: Office Closed

Christmas: Office Closed

12/25/2018 12:00:00 AM EST
FAI's Office will be closed on December 25th due ...