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

Juggling the Financial Demands of Adult Children & Aging Parents

Juggling the Financial Demands of Adult Children & Aging Parents

6/13/2018 12:00:00 AM EDT
a week 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 ...

Age Diversity in The Workplace: It’s a Good Thing!

Age Diversity in The Workplace: It’s a Good Thing!

6/13/2018 12:00:00 AM EDT
a week ago

It seems workplace diversity is a trending the topic these days, and that’s great news. By expanding the range of experiences, perspectives, experiences, and ...

Upcoming Events

Upcoming Events

Independence Day: FAI Office Closed

Independence Day: FAI Office Closed

7/4/2018 12:00:00 AM EDT
The FAI Office will be closed on July 4th.

Labor Day: Office Closed

Labor Day: Office Closed

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