When you were growing up, the phrase wealth management was akin to a craniotomy. You knew that it was something that was done, but you didn’t actually know how people did it. When it comes to wealth management or a craniotomy, you’re best off working with an expert. This week Joe is joined by an expert on the former, not the latter, his name is Zachary Garber, and he’s a Vice President and Client Advisor at Alex Brown, a division of Raymond James. Zach specializes in custom portfolios that overlay alternative investments, including private equity, hedge funds, and real estate solutions.
About Zachary Garber:
Zack has extensive experience serving a wide range of clients, from large retirement plans and endowments to high-net-worth individuals. He specializes in custom portfolios with expertise in overlaying alternative investments, including private equity, hedge funds, real estate and structured solutions. Zack infuses enthusiasm and thoughtfulness into his work, and strives to help clients seamlessly navigate all aspects of their financial well-being.
Zack was initially driven to the industry by his desire to serve business and community leaders while also stimulating his intellectual curiosity. Today, he makes full use of the tools available at Alex. Brown, a division of Raymond James, to help provide suitable investments based on a client’s goals and risk profile and offer strategies customized to his clients’ needs.
Before joining the team, Zack was an associate on Deutsche Bank’s structured solutions desk. He graduated Beta Gamma Sigma from Emory University Goizueta School of Business with a B.B.A. in finance, and later participated in Deutsche Bank’s global analyst training program*. He then went on to graduate with honors from the University of Pennsylvania’s Wharton School of Business with an M.B.A. He has met the CFA® Program requirements and Zack is a CFA® charterholder. In addition to this, he has Series 7, 63, 66 and Health, Life, Variable Life & Variable Annuity insurance licenses. Recent accolades include Zack being recognized as one of America’s Top Next Generation Wealth Advisors** by Forbes in 2017-2020 and being named 40 under 40 by InvestmentNews in 2021.
When he’s not in the office, Zack stays active as a member of a number of community organizations, including The Associated: Jewish Community Federation of Baltimore, where he is a board member and serves on the real estate committee, young impact committee, and is social chair of the National Young Leadership Cabinet. Zack is also a JNFuture who serves on the Jewish National Fund national water task force. He founded the Francis Scott Key Society, a networking group for diverse leaders in Baltimore under the age of 45, and on his free time he runs a podcast focused highlighting leaders making a difference in Baltimore with national implications, Charm City Dreamers. Zack is a Baltimore, Maryland, native.
Hosted By: Joe Pardavila