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

The SECURE Act --Tips to Help You Decipher the Fine Print

The SECURE Act --Tips to Help You Decipher the Fine Print

1/18/2020 12:00:00 AM EST
6 days ago

On December 20, 2019, the President signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law.  The passage has ...

Q4 2019 Investment Commentary Webinar

Q4 2019 Investment Commentary Webinar

1/11/2020 12:00:00 AM EST
a week ago

January 30, 2020 | 11am

Presidential Elections – Fear Is Significantly More Than Market Impact 

Curt Gross, Chief Investment Officer, will be hosting a webinar at the ...

Upcoming Events

Upcoming Events

Q4 2019 - Quarterly Commentary & Webinar

Q4 2019 - Quarterly Commentary & Webinar

1/30/2020 11:00:00 AM EST

Memorial Day: Office Closed

Memorial Day: Office Closed

5/25/2020 12:00:00 AM EDT
The FAI Office will be closed on Memorial Day.