Zach feels strongly about helping clients achieve their financial goals, taking pride in providing superior customer service to ensure that their needs are continuously met and expectations are exceeded. He enjoys developing strong relationships that improve clients' financial peace of mind and inspire trust. He holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®.
Prior to joining Clearfront Advisory, Zach spent seven years working in a variety of non-governmental and philanthropic positions, including roles at the Rockefeller Foundation, Open Society Foundations, and the Aga Khan Foundation USA. Through these opportunities, he obtained firsthand experience in the management of charitable donations, grants, and cooperative agreements. He continues to be involved in the non-profit sector and serves on the Board of Directors for Powering Potential Inc., an NGO focused on providing schools in Tanzania with solar-powered computers and digital libraries to improve educational outcomes.
Zach lives on the Upper West Side with his wife, Abby, and son, Noah. He graduated from Indiana University with a BA in history and Spanish. He also attended Georgetown University, receiving an MA from its School of Foreign Service. Additionally, Zach served as a Peace Corps volunteer in Romania. He is conversant in Spanish and Romanian.
BA, Spanish/History, Indiana University
MA, Georgetown University
Assets Under Management:
The financial consultants of Clearfront Advisory offer Securities and advisory services through Commonwealth Financial Network, member www.FINRA.org/www.SIPC.org, a Registered Investment Adviser
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Clearfront Advisory, LLC,157 Columbus Ave. Ste 436 New York, NY 10023 646-779-9810