Senior Investment 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. Additionally, Zach obtained his Chartered Financial Analyst (CFA) designation in September of 2018 and is an active member of the CFA Institute.
Currently, Zach works on the Equity and Structured Finance team at Capstone and lives in Denver, Colorado. He is an avid fan of his hometown Cincinnati’s professional sports teams, as well as his alma mater’s football and basketball programs. He also enjoys playing golf, hiking, skiing, traveling, and spending time with friends and family.