With over 20 years of investment and research experience, Zack focuses on risk-appropriate money management. Zack is not bound to any investment product, platform, or approach, and works to tailor each strategy to his clients’ unique situation and style. “With over 20 years of investment and research experience, Zack focuses on risk-appropriate money management. Zack is not bound to any investment product, platform, or approach, and works to tailor each strategy to his clients’ unique situation and style.
Zack spent the first seven years of his career working and living in Asia where he covered the financial, political, and economic developments of 42 emerging market countries. Zack has been providing financial advice to clients throughout the US since 2004, and has an MBA from the University of Oregon.
Zack lives in Eugene, Oregon with his wife and youngest son. He is proud to say his oldest son is following in his footsteps and currently living abroad. Zack is an avid traveler and in his free time can be found roaming the coast, kayaking the lakes, or wandering any available Japanese garden.