Zach Schlaht
Vice President, Investments

Zach assists with the firm’s investment due diligence and manager research activities.

Prior to joining the firm, Zach managed the investment research and portfolio construction for Private Ocean Wealth Management, a San Francisco Bay-area investment manager.  Prior to that, he worked in business development for Pensionmark Financial Group, a national investment manager rollup. 

Zach earned his B.A. in Economics from the University of California, Santa Barbara. He is also a Level III Candidate in the CFA program.

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