Zack joined Kovitz in 2019, where he performs fundamental research for the firm’s equity strategies and works with clients to provide customized account management. He also contributes to the firm’s market commentaries and investment newsletter. Prior to joining the firm, Zack was an analyst with a regional trust company and an independent wealth management practice. He is a veteran of the United States Navy with a Bachelor of Science in Ag Business Management from North Carolina State University and is currently a level II candidate in the CFA® Program. Zack lives in Orange County with his wife and two dogs. He is active in his local church and in his free time can often be found in the mountains or on the beaches of southern California.