Prior to joining Pathstone, Zac was a Principal in the Portfolio Management Group at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) which advised on $45 billion of client assets. He also served on the firm’s Investment Review Committee. Zac started his career as a Sales Operations Analyst at QuinStreet.

Zac graduated from Swarthmore College with a Bachelor of Arts in Economics and Biology. He is a member of the New York Society of Security Analysts and the CFA Institute and is a holder of the Chartered Financial Analyst designation.

In his free time, Zac enjoys reading non-fiction, participating in recreational activities, watching NY sports, and playing board games with his family. He is a very mediocre golfer and probably still owns a tennis racquet.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.