Working closely with clients to align their financial plans with their broader life goals, Zachary believes that when financial strategies reflect what matters most, they lead to lasting confidence, clarity, and fulfillment. In partnership with the Sequoia team, he prioritizes regular reviews and intentional adjustments, helping clients stay on course through changing circumstances while maintaining a long-term perspective. 

Zachary specializes in investment management with an emphasis on alternative investments. With a background in institutional asset management, he brings strong market research capabilities and a thoughtful, creative approach to building comprehensive strategies for clients. He frequently serves as the primary point of contact for portfolio implementation and transition.  

Zachary holds the Chartered Financial Analyst® (CFA®) designation and is an active participant in the CFA Institute and CFA Society. He earned his Bachelor of Arts in economics from the University of Michigan. 

With a home base in Greenwich, Connecticut, Zachary lives with his wife and daughter. An avid travel enthusiast, he enjoys exploring new destinations and cultures. He is also passionate about the outdoors, reading, and continuous learning and is a devoted dog lover.