As a dedicated Advisor Advocate, Zach partners with affiliated advisor firms in the West/Central territory to provide strategic business and practice management support. In his role, Zach is a trusted resource responsible for advisor satisfaction, engagement, and community for all partner firms in his territory.
Before joining NewEdge Advisors, Zach served as a Regional Director in the asset management industry for Artisan Partners and Wells Fargo Asset Management. He also has experience as a Team Lead of Brokerage Services at SII Investments & Investment Centers of America.
Zach graduated from the University of Wisconsin, Oshkosh, with a Bachelor’s degree in Finance. He maintains his Series 6, 7, 24, and 63 licenses. Zach resides in the Greater Milwaukee area with his wife and two daughters. In his spare time, he enjoys spending time with his family, golfing, fly fishing, and enjoying the outdoors.