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

Congratulations, Lyn A. Dippel, JD, CFP®

Congratulations, Lyn A. Dippel, JD, CFP®

12/6/2019 12:00:00 AM EST
5 days ago

Columbia, MD, December 6, 2019

For the consecutive yearsLyn A. Dippel, JDCFP®President and CEO of FAI Wealth Management, has been recognized ...

Giving Thanks and Giving Back

Giving Thanks and Giving Back

12/1/2019 12:00:00 AM EST
a week ago

For many of us, Thanksgiving traditions revolve around roast turkey, pumpkin pie and football. But when holiday festivities like these fall short of providing personal ...

Upcoming Events

Upcoming Events

Christmas Eve: Office is Closed

Christmas Eve: Office is Closed

12/24/2019 12:00:00 AM EST
FAI will be closed on December 24 for Christmas Eve.

Christmas: Office Closed

Christmas: Office Closed

12/25/2019 12:00:00 AM EST
FAI's Office will be closed on December 25th for ...