- Association for Corporate Growth (YACG)
- Jewish Federation of Cleveland Advisor Study Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- FINRA Series 4, 7, and 66 Registrations
- BS in Finance from The Ohio State University
- Jewish Community Federation of Cleveland Defined Benefit Plan Investment Subcommittee
"We're solving a puzzle."
Zach joined Capital Advisors' professional staff more than 10 years ago after graduating from The Ohio State University – and he immediately saw the power in using technology, coupled with research, to develop personalized cash flow models. Using this approach, he's able to intelligently piece together an investment strategy that fits within a client's overall objectives while being mindful of risk exposures and market opportunities.
Zach's desire to find a solution to any problem serves his clients well. He's known for his quick turnaround with answers, willingness to question everything – and his ability to research those questions until he arrives at a solid answer. He's fascinated with the investment landscape and tackles research full force so that his clients can make more informed decisions.
"Don't wait for things to come to you."
Zach's extensive analytical research on markets, the global economy, new investment products, and current estate and tax law isn't just a professional interest – it also helps him see trends before they happen. His passion for knowledge also goes beyond market-related issues – name a topic, and Zach's probably researched it. From geopolitics to sports to history to the way the universe works, Zach thoroughly enjoys knowing and learning all he can.