Zach is a Consultant and Investment Analyst with over 9 years of industry experience where he has served various types of clients. At LCP Institutional, Zach works directly with clients by providing customized investment solutions to not-for-profit institutions, high-net-worth individuals, and families. He uses a cohesive investment process to develop a tailored investment policy statement and financial plan for his clients. His holistic approach to asset allocation, manager selection, and due diligence lays the foundation to help meet the clients’ objectives. Zach’s other responsibilities include client performance reporting, manager evaluation and due diligence, asset allocation/cash flow studies in addition to fee analysis, other ad hoc requests, and investment operations.

Prior to joining LCP Institutional, Zach worked as an Analyst at various organizations serving educational endowments, non-profit organizations, corporations, utilities, public plans, healthcare systems, and individuals.

He graduated from Mississippi State University with BBA in Finance and maintains his Series 65 license. Zach is an avid outdoorsman and musician. He lives in Diamondhead, MS, with his wife Mandy and their daughter.