Specialty
Zach supports AC Family Office with portfolio data aggregation, reporting, and the operation of portfolio accounting systems for our clients. In this role, he works with advisors and clients to facilitate the integration of investment data, maintain reporting accuracy, and support operational processes related to investment reporting. As part of our efforts to provide clients with consolidated reporting across their investment portfolios, Zach works with internal teams, custodians, and third-party managers to assist in gathering and organizing investment data so it can be reflected within client reporting systems.
Years of Experience
4+ Years
Educational Background
State University of New York at Oswego, BS of Finance
Designations
- Bloomberg Market Concepts Certification
Notable Information
- Previous professional experience includes four years with iCapital, including two years as a Senior Analyst with Mirador prior to its acquisition by iCapital, and two years as an Associate at iCapital, where he supported client relationships and helped deliver data used for portfolio performance reporting.
- Volunteer work includes supporting the Tom Coughlin Jay Fund, helping raise funds for families facing childhood cancer, and Feeding Northeast Florida, assisting efforts to provide food to families in need.
- Zach grew up in a suburb outside of Omaha, NE and lives in Tampa, FL. Outside of work he enjoy exploring Florida springs and waterways in his kayak, traveling, lifting weights, and throwing ceramics on the pottery wheel.
Contact
Reporting Specialist
Direct & Text: 303.900.1937
