Investment Operations Associate
Zachary “Zach” Schlaht specializes in quickly grasping new concepts and incorporating updated processes that further client success. Zach is most excited to serve clients, doing his part to help them achieve their financial goals.
Zach received his BA in Economics and Technology Management from the University of California, Santa Barbara. During his studies, he interned and worked in multiple support capacities in the financial industry. In addition, Zach studied abroad at the London School of Economics and Political Science, focusing on international trade, finance, and econometrics, and at the Freie Universität Berlin, focusing on global politics. Zach’s next educational focus is on completing coursework towards obtaining the CERTIFIED FINANCIAL PLANNER™ designation.
Originally from Sacramento, Zach currently resides in San Francisco’s North Beach area. Aside from financial planning, his passions include cooking, traveling, and music.