Zach is an Associate Director of Client Advisory in Pathstone’s Philadelphia Metro Office. He is responsible for supporting advisory services for ultra‑high‑net‑worth families, including investment-related analysis and financial planning.

Before joining Pathstone, Zach worked at Veritable, LP as part of one of the firm’s advisory teams. He began his career at JPMorgan Chase.

Zach earned a BS in Finance with a minor in Economics from The Pennsylvania State University. Outside of work, Zach enjoys golf and padel, and he also spends time cooking and trying new recipes.