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

Estate Planning: The Questions You Need to Ask

Estate Planning: The Questions You Need to Ask

4/16/2019 12:00:00 AM EDT
6 days ago

EACH MONTH WE’LL SPOTLIGHT ONE CHAPTER FROM OUR 3-PART EBOOK SERIES,  "CARING FOR OUR AGING PARENTS".  

This Month's Focus is taken from eBook ...

Now is the Time to Plan for Assisted Living

Now is the Time to Plan for Assisted Living

4/12/2019 12:00:00 AM EDT
a week ago

All too often, the move to an assisted living facility or other type of senior living residence is made in response to a crisis. The ...

Upcoming Events

Upcoming Events

Shred Day!

Shred Day!

4/23/2019 11:00:00 AM EDT
FAI & DARS will host their first annual Shred Day! See ...

FAI's Quarterly Investment Review Webinar

FAI's Quarterly Investment Review Webinar

4/25/2019 11:00:00 AM EDT
Curt Gross, FAI's Chief Investment Officer, will be going ...