Zachary is originally from the New York City metro area, and has over 14 years of comprehensive professional experience in the financial services industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup Global Markets, Inc.

Zachary provides financial advice and services to high-net-worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. He received his Bachelor of Business Administration (BBA), Finance and Information Technology Degree from the State University of New York, Albany.

When he’s away from the office, Zachary enjoys spending time with his wife, son, and their dog, whilst also keeping fit.

Zachary has the following Licenses & Designations:

• Series 24 – General Securities Principal
• Series 7 – General Securities Representative
• Series 63 – Uniform Securities Agent State Law
• Series 66 – Uniform Combined State Law Licensed Insurance Agent – Life, Accident & Health, Variable Life/Annuities
• Accredited Investment Fiduciary (AIF®)
• CII Level 4 Diploma in Regulated Financial Planning