Zach works with clients on portfolio construction and review, alternative investment strategies, building environmentally and socially responsible portfolios, cash management, and retirement and estate planning. As a CERTIFIED FINANCIAL PLANNERtm, he has completed a rigorous program covering the financial planning process, tax and estate planning, insurance, retirement planning, and investment management. Zach has also completed a specialized educational program in professional divorce analysis and has earned the designation of Certified Divorce Financial Analyst® (CDFA®). He has also earned the designations of Accredited Portfolio Management Advisorsm (APMA®) and Chartered Retirement Planning Counselorsm (CRPC®) from the College for Financial Planning. Zach has passed the Series 7 and Series 66 securities exams as well as holding Life and Health insurance licenses.
In his leisure time, Zach enjoys being a volunteer financial management advisor in JF&CS's Journey to Self-Empowerment program, as well as swimming, photography, and sailing on the Charles River. Zach is a graduate of Bowdoin College and currently lives in Boston’s South End neighborhood.