Zachary focuses on portfolio management and investment strategy for the Charleston office. He is passionate about providing client’s a detailed analysis of all investment solutions, analyzing client investment preferences based on risk parameters and experience, and providing client’s in-depth market and economic analysis.
Prior to joining Diversified Trust, Zachary was a Senior Vice President and Portfolio Manager at Bank of America Private Bank (U.S. Trust). In this role, he was responsible for creating and maintaining personalized investment strategies utilizing a broad range of wealth management services, providing detailed performance reporting, and sharing economic updates. Previously Zachary worked at H.D. Vest, where he supported financial advisors who offered tax preparation services and a full array of services, which included investing, insurance, estate planning, succession planning, and retirement planning.
Zachary earned his B.S. in Finance from Texas A&M University. He received the Chartered Financial Analyst® (CFA®) designation and is an affiliate member of the CFA® Society of South Carolina. Zachary is active in the community and currently supports several charitable organizations.