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

Fighting Through Financial Paralysis

Fighting Through Financial Paralysis

8/2/2019 12:00:00 AM EDT
3 weeks ago

“When you have to make a choice and don’t make it, that is in itself a choice.” – William James

Noted American philosopher and psychologist ...

Playing It Safe: The Best Data Protection Protocols

Playing It Safe: The Best Data Protection Protocols

8/2/2019 12:00:00 AM EDT
3 weeks ago

Our personal information has never been so easy to steal, and guess what? In large part, we can blame ourselves.

How is that possible? Businesses ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/2/2019 12:00:00 AM EDT

FAI's Annual Medicare 2019 Update with Kevin Dougherty

FAI's Annual Medicare 2019 Update with Kevin Dougherty

9/26/2019 11:00:00 AM EDT
You're invited to join us for FAI's Annual ...