Investment Sales Analyst
Prior to joining Capstone, Zach worked for an investment management firm based in Cincinnati, Ohio that mainly provided advisory services to small to mid-size university endowments, community, and charitable foundations. Zach was a member of the investment research department where he covered the Real Assets sector (Real Estate, Natural Resources, and Infrastructure). His duties were to help source, monitor, and perform due diligence on existing and potential investments for the firm’s clients.
Zach earned a B.B.A and M.S. in Finance at the University of Cincinnati. While in the Master’s program at UC, Zach participated in a regional competition where his team created a DCF model, performed valuation analysis, and presented a recommendation to a panel of judges on three takeover offers presented to a fictional company’s management team. Additionally, Zach obtained his Chartered Financial Analyst (CFA) designation in September of 2018 and is an active member of the CFA Society of Cincinnati.
Currently, Zach lives in Cincinnati, Ohio and is an avid fan of Cincinnati’s professional sports teams, as well as his alma mater’s football and basketball programs. He also enjoys playing golf, traveling, outdoor activities, and spending time with friends and family.