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

Beware of the Hidden Costs of College

Beware of the Hidden Costs of College

8/17/2018 12:00:00 AM EDT
18 hours ago

Getting that college degree isn’t cheap. Staggering increases in tuition rates over the past three decades are partially to blame.

According to College Board ...

Practice Makes Perfect, Even When it Comes to Your Retirement

Practice Makes Perfect, Even When it Comes to Your Retirement

8/17/2018 12:00:00 AM EDT
18 hours ago

Most of us understand the value of practice, but few of us think about practicing for our retirement. If you aren’t yet retired, you ...

Upcoming Events

Upcoming Events

Labor Day: Office Closed

Labor Day: Office Closed

9/3/2018 12:00:00 AM EDT

Coffee, Croissants, and Conversation: Medicare

Coffee, Croissants, and Conversation: Medicare

9/13/2018 8:00:00 AM EDT
Join us for Coffee, Croissants, and Conversation with Kevin Dougherty ...