Zach is a client portfolio manager for the Quantitative Equity Solutions group. The team builds personal portfolios and designs equity investment solutions tailored to individual objectives, including tax management and values-alignment. Zach focuses on partnering with clients to deliver customized solutions and enhancing client portfolio management scale. Prior to his current role, Zach was a Senior Product Manager within Asset and Wealth Management focused on scaling and digitizing the Separately Managed Accounts platform for QES and Fixed Income, enabling business growth and improving the client experience. Zachary received a BS in Finance from the University of Maryland, College Park.
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