Zachary is a graduate of Rowan University, where he studied Finance and Political Science. He began his career on the trading desk at Hanlon Investment Management before joining Independence Square Advisors in 2015. At Rowan he was a featured columnist for the school newspaper and continues to write often, crafting the monthly investment newsletters for TPG.
He serves as the Chief Investment Officer for the group, working with financial advisors on the day to day management of their portfolios while leading the research and trading functions for the company.
Zachary is a CFA charterholder and an LPL registered representative, holding the Series 7 and Series 66 securities licenses. He spends his free time in the kitchen, on the basketball court or annoying his wife Christina at their home in Plymouth Meeting.